C. Joseph Matthews Iv, Cfa
About C. Joseph Matthews Iv, Cfa
C. Joseph Matthews IV, CFA, is an Analyst in Strategic Planning & Stewardship at SEI with over 8 years of experience in various analytical roles.
Current Position at SEI
C. Joseph Matthews IV currently works as an Analyst in Strategic Planning & Stewardship at SEI. He transitioned into this role in October 2021 after serving in various positions within the company since 2015. His responsibilities include developing strategies for sustainable finance and providing stewardship to ensure aligned financial practices.
Previous Roles at SEI
Before his current role, Matthews held various analytical positions at SEI over the course of 8 years. From 2019 to 2021, he worked as an Analyst in Manager Research focused on International Equity. Prior to that, he was an Associate in Manager Research from 2018 to 2019 and served as an Analyst in Investment Services from 2015 to 2018. These positions have honed his expertise in international equity research and investment management.
Educational Background
C. Joseph Matthews IV earned a Bachelor of Science in Business Administration from the University of Pittsburgh, specializing in Finance and minoring in Economics. He completed his studies between 2011 and 2015. His academic background laid a strong foundation for his subsequent career in finance and investment.
Chartered Financial Analyst (CFA) Designation
Matthews has achieved the Chartered Financial Analyst (CFA) designation, a globally recognized credential in the finance industry. This certification underscores his commitment to high standards of ethical and professional conduct and deepens his expertise in investment management and financial analysis.
Specialization in Sustainable Research
C. Joseph Matthews IV specializes in sustainable research within the finance industry. In his current role in Strategic Planning & Stewardship at SEI, he focuses on developing and implementing strategies that align with sustainable and ethical financial practices, an increasingly vital area in modern finance.