Matt Lawrence
Ann Arbor,MI
Summary
Dynamic investment professional with a proven track record at Foresight Capital Management Advisors, managing over $300 million in diverse portfolios. Skilled in equity research and financial modeling, I excel in delivering strategic insights and fostering effective communication. Passionate about driving investment success and aligning strategies with client objectives.
Overview
4
4
years of professional experience
Work History
Head of Investments
Foresight Capital Management Advisors
Saline, MI
05.2023 - Current
- Managed investments exceeding $300 million, directing equity and fixed income portfolios across diverse risk tolerances.
- Executed trades to meet client requirements and performed quarterly rebalances for portfolio alignment.
- Conducted comprehensive market research to assess asset allocation options and identify opportunities based on client objectives and market trends.
- Monitored investments, identified risks, and managed portfolio performance through regular reviews.
Lead Portfolio Analyst
Eagle Investment Fund - Eastern Michigan University
Ypsilanti, USA
09.2021 - 04.2023
- Managed paper money fund transitioning to real money fund valued at $110,000.
- Organized and facilitated weekly club meetings through agenda creation and group discussions.
- Analyzed equities using financial modeling techniques to recommend stock purchases and sales.
- Coordinated Quarterly Report on fund performance and led advisory board presentation.
- Served as President of Fund for two semesters, enhancing leadership experience.
Education
Master of Science - Finance
Eastern Michigan University
Ypsilanti, MI05.2023
BBA - Finance w/ Honors
University of Toledo
Toledo, OH05.2018
Skills
- Equity Research
- Financial Analysis
- Financial Modeling
- Time management
- Communication skills
- Microsoft Excel
- Bloomberg Terminal
- Investment strategy
Timeline
Head of Investments
Foresight Capital Management Advisors
05.2023 - Current
Lead Portfolio Analyst
Eagle Investment Fund - Eastern Michigan University
09.2021 - 04.2023
Master of Science - Finance
Eastern Michigan University
BBA - Finance w/ Honors
University of Toledo
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