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Matt Windemuller

Matt Windemuller

Assistant Portfolio Manager & Analyst

Matt Windemuller received his Chartered Financial Analyst designation in 2019 and currently serves as the Asst. Portfolio Manager & Analyst for the Portfolio Management team and Allocation Committee at Resources Investment Advisors. Matt has been in the financial industry for 6 years. In his role, Matt provides necessary investment research and analysis. He also engages in the day to day management of investment portfolios and processes, trading, analysis, and communication. Matt actively monitors and reviews the firm’s approved core equity, fixed income, and alternative investment options for both the wealth management and the retirement plan side of the business.

Matt graduated from the University of Denver in 2013, with a B.S.B.A in Finance and Marketing. Matt also successfully passed the NASAA Series 65 – Uniform Investment Adviser Law Examination.

Education & Training

  •  B.S.B.A in Finance and Marketing from the University of Denver