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Matthew Hart

Matthew Hart

Portfolio Manager at Foster Victor Wealth Advisors, LLC

Greenville, SC , United States

About

Matthew Hart serves as Portfolio Manager at Foster Victor Wealth Advisors, LLC in Greenville, SC, where he leverages over three decades of investment experience to manage equity portfolios and provide tailored financial strategies for high-net-worth clients. His responsibilities include portfolio construction, asset allocation, and risk management, with a specialized focus on the U.S. equity markets and multi-asset class investment strategies. Hart collaborates closely with Foster Victor’s wealth coaching and planning specialists to ensure robust client outcomes across a variety of asset classes.

Previously, Matthew held key positions at Corebridge Financial as a Due Diligence Analyst and at Invesco US as a Portfolio Manager. At Invesco, he developed expertise in large-cap and multi-sector equity investing, further deepening his analytical capabilities in asset selection and risk-adjusted return optimization. His career spans both institutional portfolio management and a broad spectrum of financial advisory roles.

Matthew holds a BBA with dual majors in Finance and Real Estate from Southern Methodist University. He is recognized for his rigorous due diligence, comprehensive asset evaluation, and notable contributions to client-centric investment management. His deep sectoral knowledge includes consumer services, finance, and real estate, making him a trusted resource in the investment industry.

Career History

OrganizationRoleDate RangeDetails
Foster Victor Wealth AdvisorsPortfolio ManagerJan 2025 to Present
Corebridge FinancialDue Diligence AnalystAug 2020 to Jan 2025
Formerly AIG Retirement Services
Invesco USPortfolio ManagerJun 2010 to Jun 2019
Lead Manager for a $1.4bb small cap growth portfolio. Managed a team of 4 people and supported the research function with company analysis across a number of sectors.
Van Kampen FundsPortfolio ManagerAug 1997 to May 2010
Supported the Multicap Growth Team with research covering the energy and technology sectors. Lead managed the Van Kampen Small Cap Growth Fund and grew the assets of the Fund from $60mm to roughly $1....
AIM Capital ManagementAnalystJan 1992 to Jan 1997

Education

Southern Methodist University

BBA, Dual Major in Finance and Real Estate

Skills & Expertise

Factset
Bloomberg
Excel
Asset Allocation
Investment Strategies
Securities
Financial Analysis
Investment Management
Series 63
Equity Research
Capital Markets
Investment Advisory
Microsoft Excel
Trading
ETFs
Portfolio Management
Asset Management
Investments
Mutual Funds

Others at Foster Victor Wealth Advisors, LLC (6)

NameRoleLocation
A
Andrew Duncan
Portfolio ManagerGreenville, SC , United States
J
Jonathan McAdams
Chief Investment OfficerSC , United States
Rob Victor
Rob Victor
PrincipalGreenville, SC , United States
Shawn Penland
Shawn Penland
Trading AnalystGreenville, SC , United States
Yuval Ezer
Yuval Ezer
Portfolio ManagerCharlotte, NC , United States
Paul Foster
Paul Foster
PrincipalGreenville, SC , United States

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