Matthew DiNallo, CFA

Matt is an institutional sales and relationship manager located in Florida. He works with cities, counties, authorities, utilities, and other public and non-profit organizations serving as a client advocate and providing a “high touch, high value” experience to meet client needs. His focus is on institutional sales in the Southeast region, building and maintaining relationships with clients, and project management for fixed income and multi-asset class investment relationships. His responsibilities include performing portfolio structuring and analysis, reviewing portfolio performance, cash flow modeling, asset allocation analysis, investment policy review, economic research, and reporting.