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Matt Gilbert, CFA

Matt Gilbert, CFA

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  • Timeline

  • About me

    Senior Manager - Asset & Wealth Management Consulting - North America

  • Education

    • Boston University

      2012 - 2016
      Bachelor of Science (B.S.) in Business Administration Finance Concentration, Psychology Minor

      Activities and Societies: Varsity Mens Soccer Team

  • Experience

    • Madison Community Pool

      Jun 2009 - Aug 2013
      Lifeguard

      Established seniority by working full time for 5 summers. Taught younger guards emergency protocols as well as earning the opportunity to work overtime.

    • Boston University

      Jan 2013 - Jan 2017
      Usher

      Provided assistance to athletic management staff by preparing the venue for the sporting event. Also guided and directed fans during the game.

    • BNY Mellon

      May 2014 - Aug 2014
      Depositary Receipts Intern, Broker Solutions Team

      Interned for the summer of 2014 with BNY Mellon and its Depositary Receipt Department. Gained knowledge on foreign markets and even researched past arbitrage opportunities. Created a series of Macros, Vlookups, and other formulas tracking quarterlyand annual revenues earned to provide management with automated report fordecision making on 2800 global equities. Reviewed list of 75 broker-clients and determined the top 20 for tiered clientservices by analyzing the number of transactions and fees collected. The top 20 brokers will now be serviced by dedicated relationship managers for settlement guidance Show less

    • BNY Mellon

      May 2015 - Aug 2015
      Asset Servicing Intern

      Recreated multiple SharePoint sites for clients, providing all essential documents requested. Improved site navigation making it more seamless. Clients provided much positive feedback. Updated and formatted detailed reporting system that helped track 75 endowment client's current sentiment of the Asset Servicing department. Provided weekly tracker to client investment team, updating them on issues faced with corrective action recommendations.

    • FactSet

      Jun 2017 - Jan 2020

      • Senior Consultant

        Mar 2019 - Jan 2020

      • Financial Consultant

        Jun 2017 - Mar 2019

    • Alpha FMC

      Jan 2020 - now

      • Senior Manager - Asset & Wealth Management Consulting - North America

        Sept 2024 - now

      • Manager - Asset & Wealth Management Consulting - North America

        Mar 2022 - Sept 2024

      • Management Consultant

        Jan 2020 - Mar 2022

  • Licenses & Certifications

    • Chartered Financial Analyst (CFA)

      CFA Institute
      Sept 2022

  • Honors & Awards

    • Awarded to Matt Gilbert, CFA
      Patriot League Honor Roll Patriot League Jan 2016 Given to students who achieve a GPA of 3.2 or higher during the semester in which their sport is played (Fall 2015)
    • Awarded to Matt Gilbert, CFA
      Patriot League Academic Honor Roll Patriot League Jan 2015 Given to students who achieve a GPA of 3.2 or higher during the semester in which their sport is played (Fall 2014)
    • Awarded to Matt Gilbert, CFA
      America East Academic Honor Roll America East Dec 2012 Achieved by having a 3.0 GPA or higher during the fall season