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Matthew P. King, CFA, Managing Director, Chief Investment Officer
Matt plays a pivotal role at Bell Investment Advisors. He has his finger on the pulse of the financial markets which drives his ability to direct our investment strategy as Chief Investment Officer. He is also a Managing Director who oversees the day-to-day operations of our client services department. Matt takes further stake in Bell Investment Advisors as a Shareholder. He co-manages the Bell Worldwide Trends Fund with Portfolio Manager, Dana Nelson. Matt is also at the core of the Investment Committee that meets monthly to discuss investment strategy.
He began his career at Bell Investment Advisors as an Investment Analyst in 2000 and was promoted to Portfolio Manager in 2003. In 2007, Matt was named our Chief Investment Officer and a Managing Director.
In addition to the Chartered Financial Analyst (CFA) designation, Matt holds a Series 65 securities license. He is a member of the CFA Society of San Francisco. Matt earned a Bachelor of Science in Finance with a minor in Economics from California Polytechnic State University, San Luis Obispo.
Matt is an avid sports fan and season ticket holder for the San Francisco Giants and passionately follows the Warriors and 49ers. Although Matt likes reading and is a talented writer, he spends most of his free time with his wife and two kids.
Contact Matt King at 800-700-0089, x109 or
mking@bellinvest.com
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