At Meld Financial, our commitment to serving clients drives everything that we do. As we continue to grow and enhance our services, we are excited to announce the newest member of our team – Matthew Gensler.
Matthew brings vast experience and a unique perspective to the Meld team, and we are excited to welcome him as Managing Director of Portfolio Management and Chief Investment Strategist. We look forward to the positive impact he will have in helping us serve you even better.
A Little About Matthew
Matthew grew up as an “army brat” and his father had an impressive 30-year career as an Army officer. After moving frequently during childhood, he settled in the New England area for college.
Education
Matthew graduated Magna Cum Laude from Brown University with a Bachelor of Arts degree in Anthropology. He continued his education at Columbia University where he earned an MBA with a focus in Finance & International Business.
His time in higher education did not end with his graduation. He served as a Trustee of Touro University for ten years and currently sits on the board of the Institute of World Politics, a graduate school of national security and diplomacy.
Professional Experience
After college, Matthew took his talents to the investment banking industry. He spent 17 years working in mergers and acquisitions in this field.
Matthew earned tremendous success in investment banking and headed the Mergers & Acquisitions department of Europe’s largest bank, HSBC. He also served as a Managing Director at Deloitte, Arthur Anderson, and Hill Thompson Capital Markets.
During his mergers and acquisitions career, Matthew gained substantial experience in international business and financial markets. He took what he had learned throughout his career and made the leap into investment management.
Matthew has more than 20 years of investment management experience and served as Managing Director and Chief Investment Strategist at two money management firms before joining Meld Financial in 2024.
Matthew’s Role at Meld Financial
We are fortunate to add Matthew to the Meld Financial team as Managing Director of Portfolio Management and Chief Investment Strategist. In this role, he will support our advisors as they make prudent investment decisions for clients and help execute the Meld investing philosophy.
Value Investing with Your Needs in Mind
Matthew’s investment philosophy aligns with Meld’s long-standing commitment to wholistic financial planning that is tailored to each client’s needs. He is a proponent of value investing – made famous by legendary investors Warren Buffett and Benjamin Graham.
This investment philosophy seeks to find strong companies whose stocks are undervalued and hold them until the stock price reflects their true value. The types of companies that generally fit these criteria are well-established with strong track records of success whose stock prices are expected to rise in the future.
Finding undervalued companies is not enough, though. Matthew also believes that a successful approach to investing focuses on the client’s unique situation. His approach involves understanding the client’s needs and goals and developing an optimal investment strategy tailored to each individual client.
Matthew’s individualized approach to investing aligns perfectly with Meld’s philosophy of putting the client at the center of every decision. For this reason and so many others, we are thrilled to add Matthew to our team.
Meld’s Future Continues to Have YOU at the Center
At Meld, we put you – our clients – at the center of every decision. We built our comprehensive wealth management plan, Financial Fingerprint®, and data-driven investment screening program, SmartScreen™, over four decades of helping you turn your dreams into a reality.
These tools are supported by our team of professionals with varied backgrounds, specialties, and experience. Our team approach is what sets us apart and we look forward to the ways Matthew’s vast experience and unique perspective will help us serve you even better.
From all of us at Meld, we would like to thank you for your ongoing support. We are honored to be entrusted with helping you achieve your financial goals and look forward to continuing to support you in the future.
