Matthew Annenberg, CFA, currently serves as the Chief Financial and Operating Officer at The Packer Collegiate Institute and is an Investment Committee Member at Bates College. In addition, Matthew holds the position of Treasurer on the Board of Directors for the Economic Hardship Reporting Project, focusing on financial oversight and governance. Prior roles include Senior Advisor at Banneret Wealth Tech Ventures, Managing Director at Principal Global Investors, and various leadership roles at Friends Seminary's Board of Trustees. Matthew's extensive experience in asset management encompasses positions at K2 Advisors, ABN AMRO Bank, and Citi, where responsibilities ranged from portfolio management to advisory services. Matthew earned a Bachelor of Arts in Economics from Harvard University.
Links
Sign up to view 3 direct reports
Get started