Team

Matthew Johnson

Investment Analyst

Works with Investment team to develop, maintain, and improve efficiency and effectiveness of investment and trading processes. Assists Portfolio Manager with monitoring accounts, implementing strategy, and executing trades.

Meticulously orchestrates investment strategies to streamline trading processes and hit every financial note.

Matthew a native of NY, discovered an early passion for both finance and music. He earned a Bachelor of Science in Finance with a Minor in Economics from Nazareth College, laying the groundwork for a career dedicated to improving investment and trading processes.

Education

Bachelor of Science in Finance with a Minor in Economics, Nazareth College

Beneath the Surface

Claim to Fame

Performed with a traveling orchestra across the Iberian Peninsula.

Enjoys

Watching and refereeing soccer matches. My favorite team is Tottenham Hotspur. Other hobbies include cycling, traveling, and playing cello.

Family

Born and raised in Canandaigua, New York

The greatest enemy of a good plan is the dream of a perfect plan. Stick to the good plan.
Jack Bogle