|
About Matt:
Matt joined Waterfront in 2021 as the portfolio manager of the Waterfront Balanced and Waterfront Equity funds. Prior to Waterfront, Matt spent 18 years at Waddell & Reed / Ivy Investments. He joined Waddell & Reed in 2003 as a performance analyst and in 2005 moved to the Investment Management Division as an equity investment analyst. Matt was a member of the Large Cap Growth and Large Cap Value teams from 2009 to 2014, during which time he was named assistant portfolio manager and appointed assistant vice president. In 2014, Matt was then named the vice president and portfolio manager of the Ivy Balanced and Ivy VIP Balanced, and in 2019 promoted to senior vice president and portfolio manager. He graduated from Dordt College in 1998 with a BA in Business Administration, then continued on to earn his MBA with an emphasis in Finance from the University of Kansas in 2003. Matt enjoys serving on Advisory Boards at both Dordt University and the University of Kansas School of Business. He is married to Emily and they have three active children. As a family, they enjoy being on the water engaged in watersports of all kinds. |
