Head of Endowments and Foundations
Matt joined Fiducient Advisors in 1998. Matt is a Managing Partner and Head of Endowments and Foundations. As Head of Endowments and Foundations, Matt 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. 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. In addition to spending a lot of time at pools watching his two children in competitive swim, Matt enjoys golf, tennis and hiking new trails.