Matt Foederer is the Director of Portfolio Management & Trading, bringing years of hands-on experience in investment management, market analysis, and trade execution. With a disciplined, research-driven approach, he oversees daily trading activity and contributes to portfolio strategy designed to help clients grow and protect their wealth.
Matt has spent the majority of his career navigating global financial markets, developing deep expertise across equities, fixed income, and multi-asset strategies. He is Series 65 certified and a graduate of North Carolina State University, where his passion for finance first took shape.
Known for his focus, adaptability, and commitment to continuous improvement, Matt brings a steady, analytical mindset to every market environment.
Outside of work, he’s an avid golfer, dedicated NC State sports fan, and enjoys staying active through running, strength training, and travel.