Matthew Wittenberg

Matthew Wittenberg is an Investment Associate at Trust Point Inc., based in La Crosse, WI, where he is responsible for conducting investment analysis, preparing performance reporting, and managing special projects within the firm's investment team. His role involves supporting comprehensive portfolio management and assisting in the implementation of investment strategies for client portfolios, contributing to both tactical and strategic decision-making processes.

He specializes in covering a broad range of asset classes including U.S. and international equities (such as large-cap, mid-cap, and small-cap stocks), as well as fixed income securities like municipal bonds and investment-grade corporates. His work supports Trust Point’s focus on diversified portfolio construction, with an emphasis on balancing risk and return across equity and fixed income markets in line with the firm’s investment philosophy.

Matthew began his career as an Investment Intern at Trust Point Inc. prior to his current position and previously worked at Trees Today Nursery Inc. He holds a Bachelor of Science in Finance and Economics from the University of Wisconsin-La Crosse, strengthening his capabilities in financial analysis, economic research, and portfolio risk management.