Chief Investment Officer , CFG Asset Management
Matt Forester is a 24-year veteran of global macroeconomic analysis and its application to investment strategy. As Chief Investment Officer of CFG Asset Management he oversees the S3 Portfolios, the firm’s family of 13 strategies covering a complete spectrum of investment objectives. He is senior portfolio manager for the ETF-based portfolios and is Co-Chair of the firm's Investment Committee. Matt is recognized in the industry as a pioneer in ETF portfolio strategies and is a frequent contributor at ETF-focused industry conferences. Under his leadership, CFGAM has doubled its managed assets each year since its founding. Prior to joining CFGAM he developed one of the nation’s first separately-managed accounts (SMAs) designed specifically for the unique advantages of ETFs.Matt holds a BS in Economics (Finance and Political Science concentrations) from the Wharton School of Finance, University of Pennsylvania. He holds the Series 4, 7, 24, 53, and 63 securities registrations. Prior to joining CFGAM Matt was Vice President, Portfolio Manager with Cumberland Advisors. He has been a guest lecturer at Cabrini College and the Rutgers University MBA Program. Matt is a contributor to The Wall Street Journal and S&P Dow Jones Indices publications and is a frequent panelist at industry conferences specializing in ETFs.
Bond Ladder ETFs are providing a unique solution for managing duration risk. These ETFs, now available for the municipal, corporate and high yield sectors, enable more precise control over duration risk than previous fixed income ETF offerings. Moreover, they have performance benefits relative to traditional fixed income index funds and ETFs if the rising rate…