Summary
Overview
Work History
Education
Skills
Timeline
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Matthew Tripp, CFA

Monmouth Beach,NJ

Summary

Dynamic investment management leader with a proven track record at Envestnet | PMC, driving sales to $3.3 billion in 2023. Expert in high net worth consulting and business development, and recognized for top performance. CFA Charterholder with a knack for engaging key stakeholders and fostering significant growth.

Overview

15
15
years of professional experience

Work History

Director, Investment Product Consultant

Envestnet | PMC
05.2021 - Current
  • Private wealth and capital markets expert for advisors and their clients, utilizing Envestnet PMC's full suite of products: this includes direct indexing, tax management, alternatives, and manager research.
  • Drove significant sales growth and managed pipelines for several product lines.
  • Total High Net Worth and Private Wealth sales were $2.2 billion in 2021, $2.8 billion in 2022, and are on pace for $3.3 billion in 2023.
  • Manage the entire lifecycle of new client acquisition, from initial discovery to portfolio funding.
  • Point person for main stage speaking engagements at conferences, as well as finalist presentations for advisors and their clients.

Senior Director, Sub Advisory

Aegon Asset Management
Columbus, OH
01.2020 - 05.2021
  • Serve as the Client Portfolio Manager for Aegon's fixed-income strategies to third-party partnerships in the U.S. and internationally, including Canada.
  • During the pandemic, we maintained positive flows in our third-party relationships, while most firms contracted.
  • Gross business for our channel in 2020 was $3.2 billion.
  • Sourced new sub-advisory and platform opportunities for Aegon Asset Management.

VP, Institutional Business Development

Touchstone Investments
Cincinnati, OH
11.2014 - 01.2020
  • Cultivated strong relationships across the institutional marketplace, including RIAs, bank trusts, independent advisors, broker-dealer platforms, institutional investment consultants, and family offices.
  • Serve as a subject matter expert for 19 sub-advisors and 38 different strategies in equity, fixed income, and alternative investments.
  • Conducted initial and ongoing due diligence for all 38 strategies by performing manager on-site visits and due diligence calls.
  • Worked with colleagues to identify and cultivate cross-channel opportunities.
  • Grew territory sales from less than $70 million a year to $225 million in the first months of 2020.
  • Increased relationships within the assigned territory year over year by 35%.
  • Recognized as a top performer in the company

Retirement Specialist

Nationwide Retirement Solutions
Columbus, OH
05.2010 - 11.2014
  • Provided investment education and guidance for participants in 457 and 403(b) plans with over $1 billion in assets.
  • Named 'Top Specialist' for 2013, uncovered $18.4 million in new business opportunities in 2013.
  • Served on a leadership team aimed at improving procedures and increasing employee engagement.
  • Effectively resolved a diverse set of issues at the plan sponsor level.
  • Diffused escalated matters with participants in a manner that maintained confidence in the company.
  • Aided in the learning process for new associates while assisting plan participants.

Education

Bachelor of Science - Finance, Economics

The Ohio State University, Max M. Fisher College of Business
Columbus, OH
12.2009

Skills

  • Investment management
  • Business development
  • Top performer and presenter
  • High Net Worth Consulting
  • CFA Charterholder
  • Manager Due Diligence

Timeline

Director, Investment Product Consultant

Envestnet | PMC
05.2021 - Current

Senior Director, Sub Advisory

Aegon Asset Management
01.2020 - 05.2021

VP, Institutional Business Development

Touchstone Investments
11.2014 - 01.2020

Retirement Specialist

Nationwide Retirement Solutions
05.2010 - 11.2014

Bachelor of Science - Finance, Economics

The Ohio State University, Max M. Fisher College of Business

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Matthew Tripp, CFA