Matthew Kadnar, CFA

Matthew Kadnar, CFA

Associate General Counsel

Followers of Matthew Kadnar, CFA2000 followers
location of Matthew Kadnar, CFABoston, Massachusetts, United States

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  • Timeline

  • About me

    Nebo Wealth Sales Lead, Partner/Strategist at GMO

  • Education

    • Archbishop Moeller High School

      1983 - 1987
    • Boston College

      1987 - 1991
      B.S. Finance and Philosophy
    • Saint Louis University

      1991 - 1994
      J.D.
  • Experience

    • LPL Financial

      Mar 1999 - Nov 2000
      Associate General Counsel
    • Putnam Investments

      Nov 2000 - Jul 2004
      Senior Vice President, Consultant Relations/Investment Specialist
    • GMO

      Jul 2004 - now
      Partner and Portfolio Manager

      Asset Allocation TeamMulti-Asset and Asset Allocation Class SolutionsLiquid Alternatives SolutionsPortfolio Manager GMO Multi-Strategy Hedge FundPortfolio Manager GMO Alternative Allocation Fund

    • Nebo Wealth

      Sept 2022 - now
      Sales Lead | Nebo Wealth

      Nebo Wealth is an award-winning, open architecture asset management platform that represents a leap forward in goals-based wealth management. Our pioneering approach to asset allocation and portfolio design delivers the personalization that clients expect, with the scale and efficiency that advisors demand.The result? Personalized portfolios with just a few clicks that are 100% in sync with your clients’ financial goals and objectives. It’s simply a better way to serve your clients. And there’s nothing else like it in the industry today.Welcome to Nebo Wealth. The perfect fit portfolio for each client. See how Nebo Wealth can help you create personalized portfolios at scale. Schedule a demo today at nebowealth.com.Nebo Wealth, a division of Grantham, Mayo, Van Otterloo & Co, LLC. Show less

  • Licenses & Certifications

    • Chartered Financial Analyst (CFA)

      CFA Institute
      Jul 2003
  • Volunteer Experience

    • Trustee

      Issued by Pingree School on Jun 2020
      Pingree SchoolAssociated with Matthew Kadnar, CFA
    • Trustee

      Issued by Belmont Day School on Sept 2010
      Belmont Day SchoolAssociated with Matthew Kadnar, CFA
    • Treasurer

      Issued by Belmont Day School on Sept 2015
      Belmont Day SchoolAssociated with Matthew Kadnar, CFA