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Matthew Winters, CFA CPA

Matthew Winters, CFA CPA

Summer Operations Analyst

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location of Matthew Winters, CFA CPAAlbany, New York Metropolitan Area

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  • Timeline

  • About me

    Financial Reporting Policy Advocacy at CFA Institute

  • Education

    • State University of New York College at Geneseo

      2008 - 2012
      B.A. Economics

    • University of Illinois at Urbana-Champaign

      2017 - 2020
      Master of Science - MS Accountancy

  • Experience

    • Citi

      May 2011 - Aug 2011
      Summer Operations Analyst

    • Manning & Napier

      Jun 2012 - Jul 2020

      • Associate Director of Research

        Feb 2018 - Jul 2020

      • Equity Research - Healthcare

        Jun 2012 - Feb 2018

    • SUNY Geneseo

      Aug 2018 - May 2019
      Part-time Adjunct Lecturer

      Financial statement analysis and equity valuation modeling seminar (4 semesters)CFA Institute Investment Research Challenge Industry Mentor (2016-2020 seasons)

    • CFA Institute

      Jul 2020 - now

      • Senior Director - Financial Reporting Policy Advocacy

        Jun 2023 - now

      • Director - Curriculum

        Jul 2020 - Jun 2023

  • Licenses & Certifications

    • Certified Public Accountant (CPA)

      District of Columbia Board of Accountancy
      Oct 2022

    • Individual Accountability for Equity and Inclusion

      LinkedIn
      Aug 2024
      View certificate certificate

    • Chartered Financial Analyst (CFA)

      CFA Institute
      Aug 2016