Matthew Nussbaum CFA

Senior Portfolio Analyst

Matt Nussbaum joined the L&S Advisors team in 2017 and serves as a Senior Portfolio Analyst. In this role, he works closely with the portfolio management team to identify investment opportunities. In addition, Matt is responsible for providing top-quality support to the firm’s growing list of high-net-worth investment clients.

As an analyst with a growth mindset, Matt actively seeks out counter viewpoints and opinions when developing investment theories. As part of his process, he considers worst case scenarios and revises prior beliefs and forecasts according to Bayesian principles of probability and in-depth statistical analysis. His goal is to eliminate bias in mosaic development and decision making.

Prior to joining L&S Advisors, Matt worked at a registered investment advisor (RIA) in Newport, CA where he performed industry and company analysis, helping to guide the investment decisions of the portfolio managers.

Matt graduated with honors from the University of California, Los Angeles, where he received a B.A. in economics with a minor in accounting. He is Series 63/65 licensed and holds the Chartered Financial Analyst (CFA) designation.  Matt is also a guest lecturer in Bill Simon’s value investment program at UCLA Department of Economics.

On the personal side

Matt was born and raised in West Philadelphia, but now lives in Bel-Air (no, he is not the Fresh Prince). In addition to his fiancée and seven-year-old son, his family includes an African Side-Neck turtle named Rafael.

Besides learning and making money for clients, Matt’s favorite activities include international travel, surfing, skiing, and diving (in fact, he’s a PADI certified rescue diver). He has hiked and climbed the tallest mountain in several continents. He and his son have also been known to instigate regular neighborhood water-balloon battles in the summer. Matt and his son are also die-hard Philadelphia Eagles fans.

Matt is passionate about advocating for healthcare rights and access for veterans, as well as all causes related to the Los Angeles Children’s Hospital. He is a member of the CFA Institute and the Los Angeles CFA Society. He is also a member of the UCLA Value Investment Society and Alumni Association.

Something you may not know about Matt

Matt sometimes dreams in Spanish.

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