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
| Organization | Role | Date Range | Details |
|---|---|---|---|
| Cornerstone Investment Partners | Portfolio Manager | Jan 2020 to Present | — |
| Benevis | Business Development Manager | Jan 2012 to Jan 2013 | — |
| Cornerstone Investment Partners | Investment Analyst | Jan 2015 to Jan 2019 | — |
| Benevis | Senior Financial Planning Analyst | Jan 2010 to Jan 2013 | — |
| Summit Partners | Private Equity Associate, Health Care Team | Jan 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
Others at Cornerstone Investment Partners, LLC (5)
| Name | Role | Location |
|---|---|---|
E Ed Mitchell | Partner | Atlanta, GA , United States |
| Portfolio Manager | Atlanta, GA , United States | |
| Portfolio Manager | Atlanta, GA , United States | |
N Nicholas Nottebohm | Portfolio Manager | Atlanta, GA , United States |
R Russell Brown | Head Trader and Partner | Atlanta, GA , United States |