Matthew Bolton, CFA, CIPM has over 10 years of experience in the financial industry. Matthew currently works as an Investment Analyst at UniSuper, specializing in analyzing Technology and MedTech stocks. Matthew is skilled in creating financial models and conducting thorough research on megatrends to identify investment opportunities. Prior to this role, they were a Research Analyst at Pitcher Partners, where they analyzed direct equities and managed funds, providing economic and financial analysis for asset allocation recommendations. Matthew also has experience at NAB Private Wealth, where they served as an Investment Specialist, distributing investment products across various asset classes, and as a Wealth Associate Advisor, constructing tailored investment solutions for high net worth individuals based on their unique needs and preferences. Earlier in their career, Matthew worked as a Senior Paraplanner at Ferguson Agar.
Matthew Bolton, CFA, CIPM has a diverse education history in the field of finance and investments. In 2006, they obtained a Bachelor of Commerce with Distinction from Deakin University, where they focused on Economics, Finance, and Financial Planning. In 2011, they pursued the Accredited Derivatives Adviser (ADA) Level 1 certification from Kaplan Professional, which covered the valuation and implementation of derivatives, options, swaps, and warrants based strategies.
Continuing their education, Matthew obtained the Chartered Alternative Investment Analyst (CAIA) designation from The Chartered Alternative Investment Analyst Association (CAIA) in 2012. This qualification is recognized globally and signifies expertise in alternative investments. In the same year, they also completed a Diploma of Financial Markets from AFMA, further enhancing their knowledge in financial markets.
Matthew's education journey continued in 2016 with the completion of the Certificate in Investment Performance Measurement (CIPM). As of 2017, they were recognized as an Expert CIPM Candidate, demonstrating their proficiency in investment performance measurement.
In addition to their formal education, Matthew holds two additional certifications. Firstly, they are a Chartered Financial Analyst (CFA) from the CFA Institute. Secondly, they obtained the RG 146 certification from ASIC, which focuses on ensuring individuals have the necessary knowledge and skills to provide financial advice in Australia.
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