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Matthew Ritz

Matthew Ritz

Portfolio Manager at Cornerstone Investment Partners, LLC

Atlanta, GA , United States

About

Matthew Ritz, CFA, is a Partner and Portfolio Manager at Cornerstone Investment Partners, LLC in Atlanta, Georgia, where he is responsible for portfolio management and investment research across the firm’s $1.9 billion in assets. His main responsibilities include overseeing equity portfolios for institutional, high-net-worth, and charitable clients, with a focus on research-driven investment strategies targeting U.S. large-cap equities and middle-market companies.

Ritz’s experience spans the financial services, hospital & health care, and private equity sectors, leveraging previous roles as an Investment Analyst and Business Development Manager at Cornerstone and Benevis respectively, and as an Associate at Summit Partners, where he sourced and evaluated growth equity investments in private companies. He joined Cornerstone full-time after interning, and his client base now includes institutions and individuals seeking tailored equity exposure.

He holds an MBA from The Wharton School, with majors in Finance and Health Care Management, and a BS in Finance and Economics from Georgia Institute of Technology, graduating with highest honors. Ritz’s expertise centers on equity research, portfolio construction, and evaluating investment opportunities in healthcare, financial services, and middle-market private companies, making significant contributions to Cornerstone’s investment process and client outcomes.

Career History

OrganizationRoleDate RangeDetails
Cornerstone Investment PartnersPortfolio ManagerJan 2020 to Present
BenevisBusiness Development ManagerJan 2012 to Jan 2013
Cornerstone Investment PartnersInvestment AnalystJan 2015 to Jan 2019
BenevisSenior Financial Planning AnalystJan 2010 to Jan 2013
Summit PartnersPrivate Equity Associate, Health Care TeamJan 2007 to Jan 2009

Education

The Wharton School

Master of Business Administration - MBA, Majors in Finance and Health Care Management

2013 2015

Georgia Institute of Technology

Bachelor of Science, Concentrations in Finance and Economics

2003 2007

Skills & Expertise

Financial Analysis
Valuation
Private Equity
Financial Modeling
Mergers and Acquisitions
Business Strategy
Business Valuation
Strategic Planning

Others at Cornerstone Investment Partners, LLC (5)

NameRoleLocation
E
Ed Mitchell
PartnerAtlanta, GA , United States
Justin Scott
Justin Scott
Portfolio ManagerAtlanta, GA , United States
Mark Spatt
Mark Spatt
Portfolio ManagerAtlanta, GA , United States
N
Nicholas Nottebohm
Portfolio ManagerAtlanta, GA , United States
R
Russell Brown
Head Trader and PartnerAtlanta, GA , United States