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Our Team

Our Team

Matt Brady
Research Associate
Elena Solovyeva, CFA
Research Analyst
Jonathan Henderson
Investment Operations Specialist
Jessica Magstadt
Operations Coordinator
Justin Hatley
Director of Analytics
Matthew Lowe, CFA
Analyst
Danny Sullivan
Analyst
Stefan Myers
Analyst
Ryan Ross
Analyst
Trevor Parmelee
Analyst

Matthew Lowe, CFA

Analyst

Matthew Lowe, CFA

Mr. Lowe, Analyst, joined Wurts & Associates in 2010. Mr. Lowe is primarily responsible for creating client performance reports. He is also responsible for assisting in consultant support, manager research and ad hoc projects related to capital market forecasts. Prior to joining Wurts & Associates, Matt worked as an assistant bond trader for Umpqua Investments, where he facilitated bond trades across all fixed income sectors and executed fixed income strategies for retail clients of the firm.

Mr. Lowe holds a Bachelor of Science (BS) in Finance from Linfield College. He received the Chartered Financial Analyst (CFA) designation in 2012.