Matt Underwood, CFA®, CAIA®

Matt Underwood, CFA®, CAIA®

Director of Investments, Head of Research & Portfolio Management

Matt is Head of our Northeast/Mid-Atlantic office and oversees complex institutional relationships in the region. He serves as Global Strategic NextGen OCIO's Director of Research and Portfolio Management and is co-developer of our portfolio construction process. As a key leader in the Investment Strategy team, Matt 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 Northeast/Mid-Atlantic office and is the point of contact for complex institutional client relationships in the region.

Prior to Global Strategic, Matt previously served as a Fiduciary Portfolio Manager, Outsourced CIO, and Investment Strategist for industry-leading firms such as Vanguard and BB&T (now Truist).

Matt has earned the right to use the Chartered Financial Analyst (CFA®), Chartered Alternative Investment Analyst (CAIA), and Certified Digital Asset Advisor (CDAA) designations. He also currently serves as President of the Board of Directors for the CFA Society of North Carolina, overseeing one of the largest professional organizations for investment managers in the country with over 1540 members.

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
Certified Digital Asset Advisor (CDAA) designee

CFA marks official