Matt Underwood, CFA, CAIA
Head of Research & Portfolio Management, Chief Compliance Officer
Matt serves as Global Strategic NextGen OCIO's Director of Investments and is Head of Research and Portfolio Management for the firm, having co-developed 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.
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 a large professional organizations for investment managers 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