Matt Underwood,
CFA®, CAIA®
Director of Research & Portfolio Management


Global Strategic Investment Solutions 2019-Present
Director of Research & Portfolio Management

Matt is tasked with constantly developing our portfolio construction process. As a key partner in the Investment Strategy team, he is charged with the creation of capital market assumptions, dynamic asset allocation signal creation and monitoring, custom quantitative analytics (asset allocation studies, spending policy scenarios), risk management, manager search/oversight of strategies for both public and private markets.

Matt also provides oversight to portfolio trading and rebalancing to ensure proper implementation of investment strategy consistently across GSIS’ various client types while ensuring individual client constraints are met.

Matt is Head of GSIS’s East Coast/Mid-Atlantic office and is the point of contact for institutional client relationships in the region.

BB&T Corp. 2017-2019
Vice President, Portfolio Manager

Wealth Portfolio Manager for BB&T’s Fiduciary Investment Relationship platform. Ran custom multi-asset portfolios using quantitative risk oversight using individual equity and fixed income securities, mutual funds, and ETFs.

Patriot Wealth Management 2016-2017
Sr. Investment Strategist, Portfolio Manager

Senior Investment staff for a wealth office in Raleigh, North Carolina. Supported the firm with research, client specific portfolio analysis, quantitative process creation and implementation, client interaction and reporting, and development of in-house investment and financial planning tools.

The Vanguard Group 2011-2016
Institutional Advisory Services

Investment analyst and asset manager for Vanguard’s outsourced CIO offering. Day-to-day portfolio management and implementation for endowment, foundation, pension and corporate asset clients.

Portfolio Analytics & Consulting

Portfolio construction subject matter expert for Vanguard’s Financial Advisor Services division. Engaged in rigorous analysis of external advisor portfolios. Presented insights and analysis to advisor teams over the phone, in person, and at industry conferences.

Investment Specialist

Licensed (7/63) representative serving as an investment content expert for Vanguard retail clients. Specialized in helping retail investors understand the philosophy of Vanguard, fill risk questionnaires, select allocations, and products for incoming assets. Aided with all necessary paperwork.

Education and Professional Designations:

Arizona State University: 2009, BIS – Business, Portuguese
University of Arizona (Eller College of Management): 2012, MBA – Finance

Chartered Financial Analyst (CFA®) charterholder
Chartered Alternative Investment Analyst (CAIA®) charterholder

Board appointments:

CFA Society of North Carolina – Director, Chairman of CFA Institute Research Challenge Competition (2018-Present)