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Matthew Mehring, CFA, CFP®

Matthew Mehring, CFA, CFP®

Research Intern

Followers of Matthew Mehring, CFA, CFP®682 followers
location of Matthew Mehring, CFA, CFP®Collegeville, Pennsylvania, United States

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  • Timeline

  • About me

    Relationship Management Officer at Glenmede

  • Education

    • Delbarton School

      2010 - 2014
      High School 3.7 GPA

      Activities and Societies: Varsity Cross Country, Varsity Track (Winter and Spring), Jazz Ensemble, Brass Ensemble, Wind Ensemble, School Choir, Economics Club, History Club. -Achieved varsity letters in Cross Country and Track-Selected for the Cross Country Coaches' Award as well -Selected for Most Improved for Winter Track in recognition of outstanding season performance in the 1000 Meter Dash-First Trombone in Jazz, Brass, and Wind Ensembles.-Led the first Delbarton Sandy Relief Project to assist families struggling to recover from Hurricane Sandy

    • Villanova University

      2014 - 2018
      Bachelor's Degree Finance, Economics, and Real Estate (Triple Major) 3.6GPA

      Activities and Societies: Villanova Pep Band, Alternative Investment Society, Club Running, Global Investment Society (Co-founder & Chief Economist), Equity Society Villanova Student Managed Funds: Financial Institution Sector Captain• Led students in investing 15% of $285,000 portfolio in financial institution stocks• Developed relative valuation model to value financial institutionsEquity Society: Energy (2016- 2017) & Industrials (2015 - 2016) Sector Analyst• Conducted research on industries and individual companies to discover attractive investment opportunities within my sectors• Utilized Discounted Cash Flow and Relative… Show more Villanova Student Managed Funds: Financial Institution Sector Captain• Led students in investing 15% of $285,000 portfolio in financial institution stocks• Developed relative valuation model to value financial institutionsEquity Society: Energy (2016- 2017) & Industrials (2015 - 2016) Sector Analyst• Conducted research on industries and individual companies to discover attractive investment opportunities within my sectors• Utilized Discounted Cash Flow and Relative Valuation Models to determine fair price for chosen companies• Used financial and qualitative data to gain in-depth understanding of my companies and discover data points the markets failed to account for• Companies appreciated significantly relative to their benchmarks following recommendation Show less

  • Experience

    • Institute of Economic Affairs - London

      Mar 2015 - Apr 2015
      Research Intern

      Conducted research on Efficient Markets Hypothesis and presented my findings to the my supervisors in the form of an academic paper and a PowerPoint presentation.

    • Peapack-Gladstone Bank Private Banking since 1921

      Jun 2015 - Aug 2015
      Credit Underwriting Intern

      • Performed annual reviews on commercial real-estate loans to guarantee the alignment of the properties with the bank’s arrangement.• Evaluated business risks through the analysis of financial statements.• Prepared internal quarterly report for the board of directors on new loans issued

    • New Jersey Office of Homeland Security and Preparedness

      Jun 2016 - Aug 2016
      Fiscal Intern

      -Assisted in preparing the FY 2016 budget for the office-Audited various federally funded projects throughout the state-Was hired for an additional two weeks to further automate the agency's financial reporting system in order to increase departmental efficiency

    • Villanova University

      Jun 2016 - Jun 2017
      Finance Research Associate

      Selected as one of four students to participate in Villanova's new Finance Research Associate program. My current research project seeks to gauge arbitrage opportunities in Bitcoin markets and understand the factors that contribute to any exchange rate inefficiencies.

    • Boenning & Scattergood, Inc.

      Dec 2016 - May 2017
      Private Wealth Management Intern

      • Worked with Managing Director to help a client find opportunities to invest in emerging technologies including Virtual Reality, Fintech, Real Estate Tech, and Artificial Intelligence• Reviewed marketing material of various real estate funds and hedge funds for clients• Designed a relative valuation model for the firm’s growth equity portfolio• Researched Leucadia Group in preparation for shareholder conference

    • PGIM

      Jun 2017 - Aug 2017
      Investment Operations Intern

      • Processed and settled over $400 Million per day in money market transactions• Conducted tests to confirm changes in cash balances and investigated discrepancies• Gained detailed understanding of how financial institutions manage their liquidity

    • Boenning & Scattergood, Inc.

      Aug 2017 - Feb 2021

      Provide investment recommendations to financial advisors managing nearly $200 million in client assets. Monitor client positions to identify rebalance opportunities and perform ongoing due diligence. Coordinate between advisors and trading floor personnel to implement a large cap covered call strategy in client portfolios.

      • Wealth Management Analyst

        Dec 2017 - Feb 2021

      • Private Wealth Management Intern

        Aug 2017 - Dec 2017

    • Glenmede

      Mar 2021 - now

      • Relationship Management Officer

        Aug 2021 - now

      • Management Associate

        Mar 2021 - Aug 2021

  • Licenses & Certifications

    • Bloomberg Terminal Certification

      Bloomberg LP

    • Certified Financial Planner

      CFP Board
      Aug 2022

    • Chartered Financial Analyst (CFA)

      CFA Institute
      Mar 2021
      View certificate certificate

  • Honors & Awards

    • Awarded to Matthew Mehring, CFA, CFP®
      National Society of Collegiate Scholars National Society of Collegiate Scholars Jan 2015 Invited to join for outstanding academic record in high school and college
    • Awarded to Matthew Mehring, CFA, CFP®
      Eagle Scout Boy Scouts of America Feb 2013 Awarded Eagle Scout for outstanding leadership and service to the community. Final project was the construction of a fitness trail around local athletic fields in order to promote community wide fitness
    • Awarded to Matthew Mehring, CFA, CFP®
      Order of The Arrow Boy Scouts of America May 2010 Selected for the Boy Scout's of America's national honor society on account of outstanding leadership and community service and the completion of an ordeal. Achieved Brotherhood Honor in 2013.