Waterfront Asset Management (WAM)
Waterfront Asset Management (“WAM”) is a division of Waterfront Wealth Inc., an Investment Advisor registered with the Securities and Exchange Commission (SEC). WAM manages four separately managed account strategies available to Waterfront clients as well as outside investors. WAM is also responsible for the construction of several model portfolios that are available to Waterfront Advisors for their clients. In addition, WAM performs security research and provides recommendations to Waterfront Advisors for client purchases of individual bonds and/or equities.
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Education
Bachelor of Arts in Economics Princeton University Masters of Science in Accounting University of Missouri Kansas City Masters of Business Administration University of Missouri Kansas City Chartered Financial Analyst, CFA 2005-Current Certified Public Accountant, CPA 2008-Current Certified Financial Planner TM, CFP® 2011-2022 Experience
Chris has 20 years of financial analysis experience and 16 years investing in the securities markets. From 2001 through 2005, he worked as a professional trader, investing firm capital in the equity markets. From 2006 through 2009, Chris worked as a financial analysis manager in a capital markets division. Although not investing client money, he performed various security analysis tasks while also performing due diligence on the company’s 3 billion in pension investments. From 2010 through 2015, Chris worked as the senior portfolio manager for an RIA that invests almost exclusively in individual securities. In 2016, Chris joined Waterfront Asset Management as its Chief Investment Officer. Chris manages two separately managed account strategies for Waterfront Asset Management. He also is responsible for the construct of several model portfolios that are available for use by Waterfront Wealth investment advisors. In addition, Chris researches individual bonds and stocks and assists Waterfront Wealth advisors with the purchase of those securities. Personal
Chris and his wife reside in Overland Park, KS. They have 5 children. At Princeton, Chris won two national championships playing lacrosse and he is a volunteer lacrosse coach for various schools and programs in Kansas City.
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Education
Bachelor of Arts in Business Administration Dordt College Master of Business Administration University of Kansas Experience
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. Personal
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.
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*The investment(s) discussed may not be suitable for all investors. Investors should make investment decisions based on their own specific investment objectives and financial circumstances.
**Additional information is available upon request.
***Any investment contains risk, including the risk of total loss, fluctuating prices and uncertain returns.
**Additional information is available upon request.
***Any investment contains risk, including the risk of total loss, fluctuating prices and uncertain returns.