Matt Hanna, CFA, FRM, CAIA
Portfolio Manager
Matt joined Summit Global Investments in early 2017 as a portfolio manager. At SGI Matt focuses on all aspects of the investment process with a primary focus on quantitative investment management. Some of Matt’s key responsibilities are factor research, optimization methodologies, asset allocation, and portfolio risk management. Matt was employed at Raymond James for nearly 10 years in the Asset Management Services. His role as an officer involved leading research on asset allocation, risk management, and global market analysis on over $35 billion that is invested on their turnkey asset allocation discretionary platform. He developed a proprietary bootstrap optimization methodology that utilizes forward looking capital market assumptions that produce optimal portfolios based on geometric return and CVaR. He also was the team leader for research on small-to-mid-cap strategies. For Raymond James Matt authored white papers, market commentaries, and their quarterly strategy publication. Matt earned his Master of Science in Finance from the University of Tampa. He is a CFA Charterholder, Certified FRM, and CAIA Charterholder.
Matt Hanna, CFA, FRM, CAIA
Portfolio Manager
Matt joined Summit Global Investments in early 2017 as a portfolio manager. At SGI Matt focuses on all aspects of the investment process with a primary focus on quantitative investment management. Some of Matt’s key responsibilities are factor research, optimization methodologies, asset allocation, and portfolio risk management. Matt was employed at Raymond James for nearly 10 years in the Asset Management Services. His role as an officer involved leading research on asset allocation, risk management, and global market analysis on over $35 billion that is invested on their turnkey asset allocation discretionary platform. He developed a proprietary bootstrap optimization methodology that utilizes forward looking capital market assumptions that produce optimal portfolios based on geometric return and CVaR. He also was the team leader for research on small-to-mid-cap strategies. For Raymond James Matt authored white papers, market commentaries, and their quarterly strategy publication. Matt earned his Master of Science in Finance from the University of Tampa. He is a CFA Charterholder, Certified FRM, and CAIA Charterholder.
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