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Matt Welling, CFA

Matt welling, cfa

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location of Matt Welling, CFAUnited States
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  • Timeline

  • About me

    Senior Director at Barings | Institutional Investment Management Professional

  • Education

    • The wharton school

      -
      Mba finance, real estate

    • Brigham young university

      -
      Bs business management, finance

  • Experience

    • Alta capital management

      Apr 2005 - Aug 2005
      Equity research intern

    • Byu global financial advisors

      Jan 2006 - Apr 2006
      Equity research intern

    • Citi

      May 2006 - Jun 2008
      Credit analyst / credit manager

      Credit Analysis, Portfolio Management and Underwriting Debt

    • Pimco

      Jun 2008 - Jun 2012
      Senior associate

      Institutional Client Management

    • Bank of america merrill lynch

      Jun 2013 - Aug 2013
      Summer associate, investment banking

      Financial Institutions Group (FIG) Investment Banking, Asset Management and FinTech

    • Bank of america merrill lynch

      Jun 2014 - Aug 2015
      Associate, global principal investments (venture capital)

      Invested in early-stage technology companies, particularly fintech startups

    • Wasatch global investors

      Aug 2015 - Mar 2021
      Vice president

    • Axiom investors

      Mar 2021 - Apr 2023
      Director, client partnerships

    • Barings

      Apr 2024 - now
      Senior director, global business development group

  • Licenses & Certifications

    • Series 63

      Finra

    • Series 7

      Financial industry regulatory authority (finra)

    • Chartered financial analyst (cfa) charterholder

      Cfa institute
      View certificate certificate

  • Volunteer Experience

    • Board Member

      Issued by Young Investors Society on Jul 2018
      Young Investors SocietyAssociated with Matt Welling, CFA