Michael J. Mattioli, CFA,
Portfolio Manager, Core Value Equity
Mike is a member of the core value equity team, which manages the U.S. Large Cap Core, U.S. All Cap Core, U.S. Large Cap Value, U.S. Equity Income, and Global Focus Strategies. He’s a co-portfolio manager of the U.S. Large Cap Core, U.S. All Cap Core Strategies, co-lead on the U.S. Equity Income Strategy, and the lead portfolio manager of the Strategic Balanced Yield Strategy. In his role as a senior investment analyst, Mike focuses on the financials and payments sectors. Prior to joining the firm, he was an associate at BlackRock and, earlier in his career, he held positions with Merrill Lynch. Mike holds the Chartered Financial Analyst designation and is a member of the CFA Society Boston.
- Education: M.B.A., University of Notre Dame; B.A., Rutgers University
- Joined the company: 2011
- Began career: 2005