Senior Portfolio Manager
Matt Terrien is a Senior Portfolio Manager at Cresset. He is instrumental in all aspects of the investment portfolio management process, including strategic asset allocation, portfolio construction, security selection, risk management and trading. Prior to joining Cresset, Matt served in a similar capacity at Evanston Advisors for eight years.
Matt’s career has focused primarily on quantitative investment research in a broad range of forums. Matt spent six years working as an analyst/portfolio manager in various hedge fund entities in the Philadelphia region. Before moving to Philadelphia, Matt worked in the Chicago area for various investment research and consulting firms, including Chicago Investment Analytics, a division of Schwab Capital Markets, and Ibbotson Associates, a highly-regarded investment think tank. Matt has also held positions with First Union Securities, Prudential Securities and William Blair.
Matt began his career with a 5-year stint working for Price Waterhouse in the firm’s management consulting practice. He graduated from The University of Michigan, with a B.A. in Economics. He is a CFA charterholder and a member of the CFA Institute and the CFA Society of Chicago.