Matthew Harbert, CFA

Experience

• 

  T Rowe Price

  Jan 1997 - Jan 1999

  Investment Representative
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  CapTrust Advisors, LLC

  Jan 1999 - Jan 2015

  Initiated in-house research division with 5 staff, increasing the depth of internal research and expanding the breadth of products offered for a privately-held independent investment consulting practice with $18 billion in assets under managementDeveloped internal manager RFI and scoring protocol to evaluate separate account managers, mutual funds, ETFs, alternative investments and indexed products Lead 4-person team in developing capital market assumptions used in strategic asset allocation modeling for clients and internal discretionary modelsDirect implementation of increased tactical adjustments based on market outlooks Vice chair for a 7-person investment research committee, evaluating and approving investments Show less Lead performance reporting and investment research for 4 offices, creating and staffing performance and production departments Created the CapTrust Analytics Group to provide research, manager due diligence, and portfolio performance oversight for the firm and clienteleDeveloped the manager and fund due diligence process to evaluate over 30,000 products Implemented a proprietary scoring system for manager and fund analysis including reports presented to the Investment Committee and voting process to approve investments Hired and placed over 20 staff and interns, developing them to become productive team members in 4 functional areas including marketing, production, performance analysis, and researchCoordinated successful merger with an investment consulting firm, making all staff retention and IT decisions and overseeing 200% staff growth Show less

  • Director of Research

    Jan 2013 - Jan 2015

  • Director of Analytics

    Jan 2004 - Jan 2013

  • Performance Analyst

    Jan 1999 - Jan 2004
• 

  Northwestern Mutual

  May 2015 - Aug 2020

  Director of Investment Strategy

  Built an internal investment strategy team to provide advanced investment solutions and products Managing 120 million in assets.Developed our investment philosophy and processes to construct and manage our equity portfoliosBuilt proprietary tools and models for fundamental equity researchResearch and selection of large and midcap domestic stocksResearch and selection of ETF’s and Mutual FundsConstructed portfolio models over a spectrum of risk profiles using a combination of our equity portfolios, ETF’s and Mutual Funds Show less

• 

  Instrumental Wealth

  Sept 2020 - now

  Chief Investment Officer