Matthew Mead

Matt is an investment professional with more than 20 years of experience delivering strong, risk‑adjusted returns across multiple sectors and asset classes. His career spans both retail investment advisory and institutional portfolio management, giving him a uniquely broad perspective on markets, client needs, and disciplined portfolio construction. He has built an impressive track record through a wide range of economic cycles, consistently combining rigorous bottom‑up security analysis with top‑down macro insight to uncover opportunity and manage risk.

Known for his integrity, intellect, and collaborative approach, Matt is highly respected by clients for his flexibility, steady judgment, and persistence in getting the job done. Originally from the Catskill Mountains, he moved to the Capital Region to attend college. After earning his MBA from the University at Albany he moved to Guilderland, NY where he lives with his wife and two children. In his free time, Matt maintains an active lifestyle with his family and friends that includes golf, skiing and snowboarding, hiking, and fishing.