Matt Lythgoe, CFA, FRM, has a diverse background in investment risk analysis, with experience at companies such as AJ Bell, CFA UK, and Raymond James. With a strong educational foundation in mathematics and financial analysis, Matt has demonstrated expertise in managing client assets, overseeing reconciliations, and serving as a regulatory subject matter expert. Matt's professional development includes completing the Chartered Financial Analyst (CFA) Programme and earning the Financial Risk Manager (FRM) Level 1 certification from the Global Association of Risk Professionals (GARP).
January 1, 2024 - present
November, 2020
May, 2019
November, 2018
November, 2017