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Matthew Pelz

Co-chief investment officer, senior advisor, partner, CFP®

Matt has upstate roots, growing up in Herkimer, New York and earning a BS in business from the University of Buffalo. After college, Matt worked in media planning before discovering wealth management and enrolling in the CFP® certification program at Fordham University. He then found the perfect home at Bridgewater, where he combines his interests in helping people, collaborating with teammates, and investing.

As Co-CIO, Matt helps lead our investment committee, ensuring the firm’s strategy and portfolio construction aligns with Bridgewater’s investment philosophy. He treasures the many long-lasting partnerships formed with clients through his advisory work, and is grateful to serve as a mentor to colleagues at the firm, helping ensure their success.

Outside the office, Matt and his wife happily spend their time trying to keep up with their two young daughters’ activities. He also enjoys traveling as a family, trying new wine with friends, and a challenging round of golf. And as a proud upstate New Yorker, you’ll likely hear him exclaim “Go Bills!”