Matthew Gilbert, Cfa
About Matthew Gilbert, Cfa
Matthew Gilbert, CFA, serves as a Manager in Asset & Wealth Management Consulting for North America at Alpha FMC, a position he has held since 2022. He has a strong background in finance and psychology, with previous roles at FactSet and BNY Mellon, and demonstrated leadership as captain of the Men's Soccer Program at Boston University.
Work at Alpha FMC
Matthew Gilbert currently holds the position of Manager in Asset & Wealth Management Consulting for North America at Alpha FMC. He has been with the company since 2022, contributing to the firm's consulting services in the asset and wealth management sector. Prior to this role, he served as a Management Consultant at Alpha FMC from 2020 to 2022, where he gained valuable experience in the industry.
Education and Expertise
Matthew Gilbert graduated with a Bachelor of Science (B.S.) in Business Administration from Boston University, where he concentrated in Finance and minored in Psychology. His education at the Questrom School of Management provided him with a strong foundation in business principles, analytical skills, and an understanding of human behavior, which enhances his consulting capabilities.
Professional Background
Matthew Gilbert has a diverse professional background in finance and consulting. He worked as a Senior Consultant at FactSet from 2019 to 2020 and as a Financial Consultant from 2017 to 2019. Earlier in his career, he gained experience as an Asset Servicing Intern at BNY Mellon in 2015 and as a Depositary Receipts Intern in 2014. His roles have equipped him with a comprehensive understanding of asset management and financial services.
Leadership Experience
During his time at Boston University, Matthew Gilbert served as the captain of the Men's Soccer Program. This role demonstrated his leadership and teamwork skills, which are essential in both sports and professional environments. His experience in leading a team contributes to his effectiveness in consulting and management roles.