Advisor Profile

Matthew Gotlin

Managing Director, Wealth Management

Matt is a Managing Director with Choreo in the Maryland office.

He is responsible for managing client portfolios to meet the customized goals and objectives of high-net-worth client and institutions. Matt is focused on optimizing the investment process through his analytical background. He has more than 26 years of experience in the investment area.

Prior to joining Choreo, Matt was a Managing Director and Chief Investment Officer at BDO Wealth and a Partner and Director of Research at Biegel &Waller, LLC. He focused on identifying investment opportunities with attractive risk-adjusted return characteristics. Matt possesses a depth of knowledge, experience, and dedication to the investment research process.

His extensive research background also includes founding March Capital, a private equity firm; conducting equity and fixed income research as a Senior Analyst at Chesapeake Partners, an event-driven hedge fund; and focusing on health care as an investment banking analyst at PaineWebber.

PROFESSIONAL AFFILIATIONS AND DESIGNATIONS

  • Chartered Financial Analyst (CFA®)

EDUCATION

  • M.B.A., The Wharton School at the University of Pennsylvania
  • B.A., Duke University