Matthew DiNallo, CFA

Matt serves public and non-profit organizations including cities, counties, utilities, and authorities across the Southeast region. He focuses on relationship development, project management, and sales for both fixed income and multi-asset class investment programs.

His responsibilities include portfolio structuring and analysis, performance review, cash flow modeling, asset allocation analysis, investment policy review, and economic research. Matt also supports client reporting needs and collaborates with internal teams to help ensure the delivery of tailored investment services.