Summary
Overview
Work History
Education
Skills
Hobbies and Interests
Notable Projects
Websites
Affiliations
Timeline
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Matthew Muller

Matthew Muller

Minneapolis,MN

Summary

Action-oriented Portfolio Manager at All Star Financial with a proven track record in managing $1B in AUM. Expert in financial analysis and due diligence, delivering strategic insights that drive investment decisions. Recognized for leadership in investment committee meetings and enhancing client account performance through quantitative research and effective time management.

Overview

3
3
years of professional experience

Work History

Portfolio Manager

All Star Financial
07.2024 - Current
  • Manages $1B in AUM as one of three Investment Committee members, leading weekly meetings.
  • Directed portfolio management strategy, encompassing asset allocation, fund selection, and due diligence.
  • Provided investment insights to advisors and clients, serving as primary resource for inquiries.

Portfolio Analyst

All Star Financial
06.2023 - 07.2024
  • Monitored and maintained over 1600 client accounts to ensure optimal performance.
  • Provided quantitative analysis, portfolio insights, and software guidance as lead resource.
  • Conducted thorough portfolio due diligence, enhancing oversight and processes.

Junior Analyst

All Star Financial
06.2022 - 06.2023
  • Executed performance reporting and trading activities to enhance operational efficiency.
  • Managed client billing, 401(k) reporting, and model oversight to ensure accuracy.
  • Conducted quantitative fund screening and attribution analysis for informed decision-making.

Education

CFA Level 2 Candidate -

09.2025

Bachelor of Arts - Mathematics | Economics | Statistics

St. Olaf College
Northfield
06.2021

Skills

  • Reporting and analysis
  • Financial analysis
  • Quantitative research
  • Portfolio management
  • Due diligence
  • Microsoft Office and Excel
  • Financial software proficiency
  • Python and R programming
  • Statistical analysis with Stata
  • Communication and organization

Hobbies and Interests

  • Golf
  • Investing
  • Chess
  • Boxing
  • Sports and Fitness
  • Reading and Podcasts

Notable Projects

  • Founder and Managing Member of Gambit Capital LLC
  • Portfolio Cost Optimization
  • Client Inflows Ledger
  • Black Diamond Database
  • Cash Management System

Websites

Affiliations

  • Gambit Capital | Founder
  • Chess
  • Golf, Outdoor Activities
  • Investing, Reading

Timeline

Portfolio Manager

All Star Financial
07.2024 - Current

Portfolio Analyst

All Star Financial
06.2023 - 07.2024

Junior Analyst

All Star Financial
06.2022 - 06.2023

CFA Level 2 Candidate -

Bachelor of Arts - Mathematics | Economics | Statistics

St. Olaf College

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