Matt Dezort

Matt Dezort, CFA, has a diverse work experience in the finance industry. Matt currently holds the position of Vice President, Equity Research at Needham & Company, where they have been working since 2021. Prior to this role, they served as an Equity Research Analyst at the same company from 2021 to 2023.

Before joining Needham & Company, Matt worked at NISA Investment Advisors, LLC from 2017 to 2021. During their time there, they held the positions of Analyst, Valuations and Analyst, Account Operations. In these roles, they actively managed interactions with brokers and custodial banks, performed essential accounting tasks, and ensured accurate portfolio performance calculations. Matt also worked closely with the trading and client service desks to process trading and client activity.

Matt began their career as an Analyst Intern at Brand Asset Management Group in 2016. In this role, they gained experience in investment management and assisting clients with their wealth management strategies.

Overall, Matt Dezort has a strong background in equity research and portfolio management, with a focus on valuations and account operations.

Matt Dezort, CFA earned a Bachelor's degree in Finance and Economics from Missouri State University in 2016. Matt also obtained the Chartered Financial Analyst (CFA) certification from CFA Institute in 2020.