Matthew H.

Director, Asset Allocation and Quantitative Research @TIAA

Salt Lake City, UT, US
MOBILE NUMBERS
+17•••••••95

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WORK HISTORY

Mar 2024 — Present

Director, Asset Allocation and Quantitative Research @TIAA

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Salt Lake City, UT, US

Tasked with owning the asset allocation process for the multi billion dollar wealth management business including design, process, risk, compliance, and working with advisors through a variety of communication channels.

EDUCATION

2006

University of Florida

Bachelor's degree, Political Science

N/A

University of North Dakota

Master's degree, Applied Economics

2009

University of Tampa

Master's degree, Finance

SKILLS

MorningstarPortfolio OptimizationStatisticsWhite PapersAlternative InvestmentsEconomicsFactor AnalysisProduct DevelopmentAsset AllocationMutual FundsRisk ManagementFinancial ModelingInvestment ResearchConference SpeakingMicrosoft ExcelGlobal Tactical Asset AllocationPortfolio ManagementSmart BetaFactsetInterviewsDynamic Asset Allocation

ABOUT MATTHEW H.

I\'m an experienced award winning published portfolio manager with experience in multi-asset asset allocation portfolios including strategic long term portfolios (institutions such as foundations and pensions as well as retail), individual equities, and macro. I am also have extensive fundamental equity and economic experience. This all includes futures macro strategies delivering > 2 Sharpe, 7 successful mutual funds, and 2 hedge funds. These mutual funds have won numerous awards such US Large Cap Institutional Strategy of the Year 2019, ESG Strategy of the Year 2019, PSN Top Gun, Investors Business Daily Best Mutual Funds 2020. I\'m also honored to have been named a Rising Star in Mutual Funds by Fund Intelligence and Pension Bridge.I am also a successful executive business builder. I have been a portfolio manager on 8 different mutual funds in my career with many of them launched during my tenure. Assets tripled during my tenure at a previous firm. I have deep experience in business strategy, marketing, sales, conferences, public relations, social media, and public speaking.

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