Matthew I. Wollenhaupt, CFA
Role at Appleton
Matt joined Appleton in 2018 as Business Systems Manager. In this capacity, his responsibilities are focused on process workflow design, systems integration, business intelligence and reporting. Matt primarily supports the areas of Fixed Income Trading & Portfolio Management, Private Client Services, Operations, and Sales & Marketing.
Most recently, Matt worked at Acadian Asset Management in support of the long/short portfolio management team, as well as the portfolio implementation and operations groups, leading IT projects. Prior to Acadian, he worked in various trading, portfolio implementation and systems analyst roles at State Street Global Advisors, Barry Investment Advisors, The Boston Company Asset Management, and BTIG, LLC. Matt is a CFA® charterholder.
B.A., Boston University
Matt’s personal interests include spending time with family, hiking, biking, golf and scuba diving.