Mathew serves as the Chief Operating Officer for Liberty Cove, responsible for the firm’s business operations, and co-Portfolio Manager for Liberty Cove’s trueMLP strategy. In addition, Mathew is also a professor of risk management, business computing, and leadership at the Gerrish School of Business at Endicott College.
Mathew was previously Director of Research and Development for Global Asset Allocation at Fidelity Investments, leading investment innovation, new product, and asset allocation design for Fidelity’s $420b suite of multi-asset class strategies and custom offerings. Mathew also led investment communications and met regularly with advisors, institutional investors, investment consultants, and made frequent press and conference appearances.
Prior to Fidelity, Mathew was a Vice President at Wellington Management Company, LLP where he helped establish and grow global and international equity and multi-asset strategies and investment teams, and oversaw group operations including technology, budgeting, compensation, and compliance for the international equity group.
Mathew earned the Master in Business Administration degree from Cornell University and Queen’s University Canada. Mathew is a holder of the right to use the Chartered Financial Analyst® designation.