Donald Mattersdorff, CFA

Donald Mattersdorff is a Bates Consulting Expert who has 33 years of experience as a portfolio manager and an investment advisor for families, trusts, mutual funds, and institutional clients. He is highly experienced in the construction of investment portfolios of stocks and bonds for private clients, as well as portfolio management for pension funds. He is also knowledgeable in equity and fixed income analysis as well as economic analysis currency risk management and mean-variance portfolio optimization. Donald is capable in portfolio performance report, including portfolio performance attribution analysis.

In 1998, Donald started D. Mattersdorff LLC, an investment office catering to families and individuals. He began his career in 1987 as a trader and analyst at the Putnam Family of Mutual Funds in Boston, Massachusetts where he worked with private clients. At Putnam, he became a portfolio manager, with responsibility for all aspects of investment and client relations for the accounts under his management. In 1994, he moved to GT Global in San Francisco, California where, as a senior portfolio manager, he managed both private accounts and mutual funds.

Donald has experience in many aspects of portfolio management, including the issues of diversification and risk control. Although these are technical issues that do not make headlines in the newspapers and on television when the markets move, they lie at the heart of developing successful long-term investment strategies to help investors meet their financial goals while avoiding excessive risk.

He is a Chartered Financial Analyst (CFA) and graduated with honors from Dartmouth College in 1984.