Matthew T. Brennan, CFA

Experience

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  Lyster Watson

  Jun 2007 - Sept 2007

  Internship

  • Managed a hedge fund database comprised of over 15,000 funds for use in Lyster Watson’s proprietary analysis software, True Alpha, enabling fund managers to track funds’ historical performance • Analyzed the performance of the Lyster Watson funds of hedge funds relative to industry benchmarks and market risk factors, presenting reports to fund managers enabling performance tracking of the firm’s funds in comparison to others in the industry

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  University of Chicago

  Sept 2007 - Jun 2009

  Site Manager

  • Coordinated with various clients, both affiliated and unaffiliated with the university, to manage public and private events held at facilities• Supervised staff during the preparation and execution of and restoration after events, managing the set-up and use of audio/visual equipment when necessary

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  Salzmann Hughes, PC

  Jun 2008 - Sept 2008

  Internship

  • Assisted the firm’s attorneys in case research, mainly for municipal clients, searching legal databases to provide relevant case law for assigned issues, allowing attorneys to efficiently prepare for cases

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  Gannett Fleming

  Jun 2009 - Jan 2010

  Grant Coordinator

  • Researched and drafted grant proposals for municipal governments and authorities, focusing on federal and state programs for infrastructure improvements, including green initiatives • Analyzed rate structure of municipal authorities, recommending appropriate amendments to rate structure where necessary to maintain fiscal solvency

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  Northwestern Mutual

  Jan 2010 - Sept 2010

  Financial Representative

  • Contacted individuals from a warm network established through referrals to introduce prospective clients to the company’s products and services and gather personal and financial information through a proprietary fact-finding process • Worked individually and jointly with senior advisors to construct a financial strategy tailored to each client’s unique financial situation• Recommended products and services suited to each individual’s financial circumstances and in line with his/her accepted financial strategy and risk tolerance Show less

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  F&M Trust Co.

  Mar 2011 - Jun 2014

  Assistant Vice President

  • Provide comprehensive personal financial planning, investment, trust administration, and insurance services• Develop and maintain core list of equity and mutual fund holdings approved to be held in discretionary accounts based on in-house quantitative methodology and macroeconomic analysis, supplemented by analysis of third party research sources • Develop and maintain model mutual fund portfolios suited to the broad spectrum of possible client investment objectives based on in-house quantitative and qualitative methodology and macroeconomic analysis, supplemented by analysis of third party research sources• Develop and maintain large-cap equity portfolios seeking total return and income, respectively, based on quantitative fundamental analysis of individual securities coupled with top-down macroeconomic analysis, supplemented by analysis of third party research sources• Conduct due diligence on third party product vendors to develop and maintain approved list of brokerage products available for sale by appropriately licensed department officers Show less

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  Fulton Private Bank and Fulton Financial Advisors

  Jun 2014 - now

  • Senior VP, Chief Investment Strategist and Director of Institutional Investments

    Sept 2023 - now

  • Vice President, Senior Investment Strategist and Portfolio Manager

    Jun 2014 - Sept 2023