About
Matthew Hupfer is a Research Analyst at Winthrop Capital Management in Indianapolis, Indiana, where he is responsible for supporting the firm’s portfolio management and research functions. In this capacity, he contributes analysis and insights to investment decisions, particularly focusing on the evaluation of securities, market trends, and economic indicators relevant to the firm’s investment strategies.
His expertise encompasses investment-grade and fixed income securities, with Winthrop Capital Management's core focus being on the management of investment-grade bonds and related asset classes. This role demands a high degree of proficiency in financial modeling, credit research, and market analysis, supporting tailored portfolio solutions for a diverse client base.
Prior to joining Winthrop Capital Management in 2017, Matthew was a Financial Analyst at Morgan Stanley and holds a Bachelor of Business Administration in Finance from Xavier University. He brings a strong academic foundation in finance and demonstrated experience in both buy-side and sell-side research environments, making substantial contributions to the firm’s research and investment processes.
Career History
| Organization | Role | Date Range | Details |
|---|---|---|---|
| Winthrop Capital Management | Research Analyst | Jan 2017 to Present | — |
| Morgan Stanley | Financial Analyst | Aug 2016 to Jan 2017 | — |
| Xavier University | Student | Aug 2012 to May 2016 | — |
Education
Xavier University
Bachelor of Business Administration (B.B.A.), Finance
2012 — 2016
Skills & Expertise
Others at Winthrop Capital Management, LLC (7)
| Name | Role | Location |
|---|---|---|
 | Equity Portfolio Manager and Analyst | Carmel, IN , United States |
F Frank Pena | Principal | Manasquan, NJ , United States |
K Keith Hanson | Senior Research Analyst | Hilliard, OH , United States |
 | Analyst | Indianapolis, IN , United States |
G George Mullen | Senior Vice President Asset and Construction Management | New York, NY , United States |
 | Senior Investment Analyst | Indianapolis, IN , United States |
 | Performance Analyst | Carmel, IN , United States |