Matthew Marwitz, CFA

Director of Performance Analytics

As Director of Performance Analytics, Matt oversees performance analysts who provide reporting and analytics to clients. Matt also supports the firm’s consulting efforts by authoring fund performance reviews, creating and assembling client reports and managing relationships with custodians and portfolio managers. Matt joined the firm in 2014.

Previously, he was a Financial Analyst with AON PLC. Matt graduated from Illinois State University with a BS in Finance and a BS in Insurance & Risk Management. He is a CFA® charterholder and a member of the CFA Society of Chicago. Matt enjoys cooking and endurance sports and is a big fan of the Chicago Bulls, Bears and Cubs.

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