Matthew Pelz

Matthew Pelz is a Partner and Co-Chief Investment Officer at Bridgewater Advisors Inc., where he leads the firm's investment strategy and portfolio construction for high-net-worth individuals and families in New York, NY. As Co-CIO and a Certified Financial Planner (CFP®), he focuses on multi-asset portfolio management across both traditional and alternative investments. His role involves selecting securities, overseeing asset allocation, and collaborating with clients to achieve tailored wealth management solutions.

Pelz specializes in diversified asset allocation strategies that include equities, fixed income, and alternative asset classes—aiming to balance growth and risk for affluent clients. He has a deep understanding of the needs of private clients and has contributed to designing holistic investment solutions that address complex financial goals.

With over a decade at Bridgewater Advisors, Matthew has served as Senior Advisor before becoming Partner and Co-CIO. He holds a BS in Business from the University at Buffalo and additional credentials from Fordham University, underpinning a career marked by a client-centric approach and a track record of delivering results in private wealth management and multi-asset investing.