Matthew Gelfand, Ph.D., CFA, CFP

Matthew D. Gelfand, Ph.D., CFA, CFP^® is a Senior Economist, Senior Investment Advisor and Managing Director of Rockefeller Capital Management. Prior to joining Rockefeller in 2010, Matt was with several institutional investment-advisory firms, including Strategic Investment Group where he was responsible for more than $1.2 billion of globally diversified assets, and Calvert Group, a leader in socially responsible investing.  He also worked as an economist with the Federal Reserve Board and Wharton Econometric Forecasting Associates.  Matt is a Chartered Financial Analyst^® charterholder and a Certified Financial Planner™ professional. He earned a Ph.D. from the University of Pennsylvania and a B.A. from Yale College, both in Economics. Matt was on the board of directors and remains on the investment policy committee of the Forward Association, a nonprofit founded in 1898, and is on the investment and finance committees of the Wallace Global Fund, a private foundation, where he now serves as Treasurer. He has spoken about investments at numerous professional conferences and has appeared on a number of occasions on CNBC to discuss the monetary policy outlook.