Matt Ruffalo joined Clarfeld in early 2015. He's Head of Investment Solutions, overseeing all investment strategies across the institutional and ultra-high net worth client base. He's an active member of the firm's investment policy committee. Matt's previous roles with the bank include senior portfolio strategist and senior client relationship manager. He's an annual participant in the Play Like a Pro Charity event, benefiting the Band of Parents and the Garden of Dreams by raising money and awareness for childhood cancer.
Dakota Live connects investment sales teams with allocators, and creates the content your team needs to do informed outreach to allocators in your asset class.