Matthew DiNallo, CFA

Institutional Sales and Relationship Manager

Contact

matthew.dinallo@pfmam.com
786.714.3891 cell

Education
B.S. in Finance
Central Connecticut State University

MBA
The George Washington University

Professional Designations or Licenses
FINRA Series 7 and 63 Licenses

Chartered Financial Analyst®

Started in the Field: 1997

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Matthew DiNallo, CFA is an Institutional Sales and Relationship Manager based in Fort Lauderdale, Florida. He serves public and non-profit organizations across the Southeast, including cities, counties, utilities, and authorities. Matt focuses on relationship development, project management, and sales for fixed income and multi-asset class investment programs.

His responsibilities include portfolio structuring and analysis, performance review, cash flow modeling, asset allocation, investment policy review, and economic research. He also supports client reporting and collaborates with internal teams to deliver tailored investment services.

Matt earned a Bachelor’s in Finance from Central Connecticut State University and a Master of Business Administration from The George Washington University. He holds the Chartered Financial Analyst® (CFA®) designation.

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