Matthew White

Matthew White
Investment Analyst
Matthew White serves as an Investment Analyst for MRA Associates. His primary focus is on the firm’s investment research and portfolio management. He serves as a member of the MRA Associates Management Committee and Investment Policy Committee.
Prior to joining the firm, Matthew served as an Investment Analyst for Cohn Financial Group where he managed the firm’s investment research and performance reporting functions. Matthew began his career in finance as an Analyst at Wells Fargo and subsequently worked as an Advisor at MetLife Securities.
Matthew is a CFA® Charterholder. He holds a Bachelor of Science degree in Finance from the W.P. Carey School of Business at Arizona State University.
Matthew lives in Phoenix with his wife, Gloria. He is active in the community as an alumni member of the Scottsdale Leadership program and is a member of the Board of Directors for CFA Society Phoenix.
CFA® and Chartered Financial Analyst® are registered trademarks owned by CFA Institute.
The Sustainable Draw Rates Study: Part Two
Part two of the Sustainable Draw Rates Study examines the results of different asset mixes over varying time projections.
The Sustainable Draw Rates Study: Part One
Part one of The Sustainable Draw Rates Study focuses on our Initial Hypothesis and relevant background information.
Connections
Despite the vast complexities of our interwoven financial world, the objective of the financial profession is quite simple: Invest wealth efficiently to generate the highest possible return for a given level of risk.
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