Matthew Porter, CIMA®
Managing Director
Matt joined the firm in 1998. He advises institutional clients on a variety of topics, including asset allocation, investment manager relations and portfolio rebalances. Matt is a member of the Investment Committee, which sets all investment policies for the firm, establishes the framework for asset allocation and reviews and approves investment managers. Matt also leads the firm’s Endowment & Foundation Business Council and is a member of the firm’s Research Forum and Discretionary Committee. In 2005, he co-authored The Practical Guide to Managing Nonprofit Assets (John Wiley & Sons) and in 2012 co-authored Nonprofit Asset Management (John Wiley & Sons).
Before this, he was a Trust Officer in the Wealth Management Division at The Northern Trust Corporation. Matt obtained the title Certified Investment Management Analyst (CIMA®) from the Investments & Wealth Institute™ accreditation program at the Wharton School of Business and is a member of the Economic Club of Chicago. He received a BS in Finance from the University of Illinois in Urbana-Champaign.
Before this, he was a Trust Officer in the Wealth Management Division at The Northern Trust Corporation. Matt obtained the title Certified Investment Management Analyst (CIMA®) from the Investments & Wealth Institute™ accreditation program at the Wharton School of Business and is a member of the Economic Club of Chicago. He received a BS in Finance from the University of Illinois in Urbana-Champaign.
Please Note: Limitations. Professional designations, certifications, degrees, or licenses, recognition by publications or organizations, membership in professional organizations, or prior experience or success should not be construed by a client or prospective client as a guarantee of a certain level of results or satisfaction if Wealthspire is engaged, or continues to be engaged, to provide investment advisory services.
