Matt Holdaway Cfa

Vp, Portfolio Manager at Axos

Matt Holdaway, CFA, CPA is currently working as a VP at Axos Bank with previous experience in investment portfolio management at BofI Federal Bank. Prior to this, Matt worked as a Treasury Analyst and Senior Accountant at PwC. Matt holds a Masters degree in Accounting from Brigham Young University. Matt's expertise includes securities valuation and analysis, 10-Q/ALCO reporting, and investments in various sectors such as MBS, CLO, ABS, SBIC-SBA, and LIHTC.

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Timeline

  • Vp, Portfolio Manager

    September, 2020 - present

  • AVP Investment Portfolio Manager

    July, 2018