Matt Lettinga
CFA®
Managing Director
- Shareholder
Matthew Lettinga is a Managing Director in the Client Advisory group based in Washington DC. Matt is a key member of the Investment Strategy group, which is responsible for portfolio positioning. Prior to joining Pathstone, Matt was a Managing Director in Bank of America’s Private Bank where he acted as lead advisor and portfolio manager for high net worth families and institutions. In his role at Bank of America, Matt was responsible for managing customized investment portfolios for some of the Bank’s largest and most complex clients. Prior to joining Bank of America, Matt worked at First Trust Capital Partners sourcing and evaluating Private Equity opportunities and also served as an Associate Director at Convergent Wealth Advisors. Matt has over 18 years of portfolio management and investment research experience.
Matthew received a B.S. in Finance from Taylor University and an M.B.A. from the University of Chicago Booth School of Business. He also has been awarded the Chartered Financial (CFA®) designation and is a member of the CFA Society of Washington DC.
A Chartered Financial Analyst (CFA®) is a professional designation given by the CFA Institute that measures and certifies the competence and integrity of financial analysts. Candidates are required to pass three levels of exams covering areas such as accounting, economics, ethics, money management, and security analysis.
Group
Certification
Offices
Matthew Lettinga is a Managing Director in the Client Advisory group based in Washington DC. Matt is a key member of the Investment Strategy group, which is responsible for portfolio positioning. Prior to joining Pathstone, Matt was a Managing Director in Bank of America’s Private Bank where he acted as lead advisor and portfolio manager for high net worth families and institutions. In his role at Bank of America, Matt was responsible for managing customized investment portfolios for some of the Bank’s largest and most complex clients. Prior to joining Bank of America, Matt worked at First Trust Capital Partners sourcing and evaluating Private Equity opportunities and also served as an Associate Director at Convergent Wealth Advisors. Matt has over 18 years of portfolio management and investment research experience.
Matthew received a B.S. in Finance from Taylor University and an M.B.A. from the University of Chicago Booth School of Business. He also has been awarded the Chartered Financial (CFA®) designation and is a member of the CFA Society of Washington DC.
A Chartered Financial Analyst (CFA®) is a professional designation given by the CFA Institute that measures and certifies the competence and integrity of financial analysts. Candidates are required to pass three levels of exams covering areas such as accounting, economics, ethics, money management, and security analysis.
