Matty conducts the underlying research and helps manage the information used by the Investment Committee in establishing the firm’s asset allocation models and underlying security selections. He also works closely with our Senior Investment Analyst and Wealth Advisors to provide research used in managing individual client portfolios. Matty further supports the firm’s Operations staff to ensure the team’s most effective use of our technology and data systems.
After interning with Klingman & Associates, Matty joined the team full time in 2018. Matty received his bachelor’s degree from Bowdoin College, where he studied Political Science and Economics and was a member of the varsity lacrosse team. Outside of the office, Matty enjoys golfing, fishing, and is a long suffering New York Jets fan.
Klingman & Associates, LLC is not affiliated with any of the organizations listed above.
