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ETFs

Matthew Forester

Director and Chief Investment Officer, Lockwood,

BNY Mellon | Pershing

  • Managing Director and Chief Investment Officer at BNY Mellon
  • Previously with Cumberland Advisors
  • 30 Years of Industry Experience

About Matthew

Matthew Forester is a chief investment officer for Lockwood at BNY Mellon | Pershing and leads the design and management of Lockwood's proprietary investment models. He is a member of the Lockwood Investment Committee. Prior to joining Lockwood, Mr. Forester was chief investment officer of NewSquare Capital, LLC where he was responsible for the design and management of the firm's proprietary portfolios. Mr. Forester also spent nearly 20 years at Cumberland Advisors, Inc. where he managed the firm's US Equity, International Equity, Emerging Markets Equity, and Global Asset Class ETF portfolios. He has over 30 years of investment experience.

Matthew's Videos

Inflation is a silent thief. Should investors be worried? How can they defend their portfolios from it? Major bond indexes make no provision for it and CPI may not even be the right measure. This panel of experts will explore different ways to measure inflation and incorporate strategies to diversify fixed-income portfolios.