Matt Bank, CFA

Matt Bank, CFA

Partner, Deputy Chief Investment Officer

Matt Bank is a Partner, Deputy Chief Investment Officer and Head of Client Strategy at GEM. In this role, Matt leads client relationships and portfolios, developing investment policies, setting asset allocation and strategy, and partnering with committees and staff. Prior to joining GEM in 2018, Matt spent six years as a Partner at Windhorse Capital Management, an outsourced investment office for families and institutions. Prior to Windhorse, he spent five years at Goldman, Sachs & Co. in New York. Matt is currently a Trustee and member of the Endowment & Investment Committee of Blumenthal Arts. He received a B.A. in Government from Dartmouth College where he graduated with honors, and an M.B.A. from the Tuck School of Business. He is also a CFA Charterholder.

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