Our Team » Matt Montefusco
Matt started his career at Miracle Mile upon graduation after having worked several internships in other financial industries. As an investment analyst, he works closely with the investment strategy group and advisors at the firm to develop cash flow models, portfolio evaluations and asset allocation recommendations for current and prospective clients.
Prior to joining Miracle Mile, Matt worked at Wells Fargo as a credit summer analyst, where he helped raise capital for companies with revenue between $20M-$1B. He also worked several investment banking internships where he focused on the sell-side advisory side, which included helping with models and conducting in-depth research.
Matt received his Bachelor’s degree in Economics with a Concentration in Value Investing from the University of California, Los Angeles, Dean’s List. He is also actively involved in community causes, having spent time at the Los Angeles Regional Food Bank and as well as hosting events for local children through his college organizations.
3 Fun Facts:
- Plans to receive his Series 65 license by the end of 2020 and to become a Certified Financial Planner (CFP) in the next 3 years
- Placed third in a sprint triathlon in his age division back in his home state of Massachusetts
- An avid health enthusiast, is always filling the Miracle Mile kitchen with nutritious snacks