Matthew focuses on manager due diligence, security analysis, and asset class research. He focuses on individual company research for portfolio companies.

Matthew joined Heritage after interning with the team in various areas throughout his college career.

Matthew earned his B.S. in Business Administration with a concentration in Finance from North Carolina State University. Matthew is a Level I candidate for the CFA program.

Matthew resides in the Richmond, VA, area and enjoys traveling, golfing, and playing lacrosse.