Matthew Ruffalo, CFA
Matt Ruffalo has been a Portfolio Strategist at Clarfeld since February 2015. Previously a Global Strategist at JP Morgan Asset Management, his primary responsibilities at Clarfeld include evaluating the macro-economic and tactical asset allocation strategy for each of his clients. He is a skilled portfolio strategist and advises clients directly.
Matt serves on Clarfeld’s Investment Policy Committee and is a Chartered Financial Analyst (CFA®). He also researches and evaluates potential managers for inclusion on investment platforms, drafts investment communications, and advises clients on complex investment issues. His enthusiasm for what he does is unbridled.
Matt is also passionate about food. Italian cuisine is his top choice – whether whipping up a dish at home or savoring some at one of his favorite restaurants. He also loves playing and watching sports, as well as traveling with his wife.