Matt Ruffalo joined Clarfeld as a Senior Portfolio Strategist in 2015. Prior to joining the firm, he held positions at JP Morgan Asset Management and Morgan Stanley. He holds the Chartered Financial Analyst (CFA) designation as well as the Certified Financial Planner (CFP®) designation drawing on an expertise in both investment advisory and sophisticated financial planning. He also serves as member of the Clarfeld Investment Policy Committee.
His primary responsibilities include providing investment manager oversight, due diligence, asset allocation research, and portfolio construction for clients helping shape the strategic direction that guides all investment management decisions for the firm.
In addition to directly advising clients on complex issues, current financial market developments and underlying portfolio investments, he often shares firm insights and thought leadership through ongoing written investment communications with a variety of noteworthy media sources and clients.
Matt resides in northern New Jersey and enjoys cooking, traveling and hiking outdoors with his wife. He recently participated in the “Play like a Pro” charity hockey game at Madison Square Garden raising money and awareness for childhood cancer.