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Matt Porter
Direktor der Forschung - Eigenkapital bei Fiducient Advisors LLC
Profil
Mr. Matthew P.
Porter is a Partner & Executive Research Director at DiMeo Schneider & Associates LLC.
He joined the firm in 1998.
He is an Executive Research Director and a Senior Consultant.
As Director of Research Analytics, he challenges firm members to think about and embrace innovation and knowledge development.
As a Senior Consultant, he advises institutional clients on a variety of topics, including asset allocation, investment manager relations and portfolio rebalances.
He is also the Chair of the Investment Committee, which sets all investment policies for the firm, establishes the framework for asset allocation and reviews and approves investment managers.
Before this, he was a Trust Officer in the Wealth Management Division at The Northern Trust Corporation.
Mr. Porter received a Bachelor of Science in Finance from the University of Illinois in Urbana-Champaign.
He also obtained the title Certified Investment Management Analyst from the Investments & Wealth Institute™ accreditation program at the Wharton School of Business and is a member of the Economic Club of Chicago.
Aktive Positionen von Matt Porter
Unternehmen | Position | Beginn |
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Fiducient Advisors LLC
![]() Fiducient Advisors LLC Investment ManagersFinance Fiducient Advisors LLC is a SEC-registered investment advisor headquartered in Chicago, Illinois. The firm was founded by Robert A. DiMeo in 1995 as DiMeo Schneider & Associates LLC. They are owned by Fiducient Holdings LLC, ultimately held by NFP Holdings LLC. Fiducient Advisors provides investment consulting and investment management services to retirement Plan Sponsors, endowments and foundations, individuals and families and financial institutions. | Direktor der Forschung - Eigenkapital | 01.01.1998 |
Ausbildung von Matt Porter
University of Illinois | Undergraduate Degree |
Erfahrungen
Besetzte Positionen
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Börsennotierte Unternehmen
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Beziehungen
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Private Unternehmen | 1 |
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Fiducient Advisors LLC
![]() Fiducient Advisors LLC Investment ManagersFinance Fiducient Advisors LLC is a SEC-registered investment advisor headquartered in Chicago, Illinois. The firm was founded by Robert A. DiMeo in 1995 as DiMeo Schneider & Associates LLC. They are owned by Fiducient Holdings LLC, ultimately held by NFP Holdings LLC. Fiducient Advisors provides investment consulting and investment management services to retirement Plan Sponsors, endowments and foundations, individuals and families and financial institutions. | Finance |