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Matthew Sanders

Matthew Sanders

Senior Investment Research Analyst at HB Wealth Management, LLC

Baltimore, MD , United States

About

Matthew Sanders is a Senior Investment Research Analyst at HB Family Office (formerly WMS Partners), based in Baltimore, MD. In this role, he leads research and due diligence on both domestic and international equities, with a particular focus on exchange-traded funds (ETFs), mutual funds, and oversees the Peachtree Alternative Strategies multi-strategy hedge fund of funds. He is additionally involved in evaluating private real estate investments and alternative asset classes, aligning diverse portfolio strategies to the firm’s high-net-worth and family office clients.

Matthew joined HB Wealth in January 2025 after two years as an Investment Research Analyst and Investment Intern at WMS Partners, where he developed expertise in public and private market manager selection and contributed to asset allocation decisions. His experience spans both traditional and alternative investments, providing clients with insights into portfolio construction and cross-asset class research.

He holds a Master of Science in Financial Mathematics from Johns Hopkins University - Carey Business School and a Bachelor’s degree in Economics and Data Analytics from Goucher College. Matthew is currently a CFA Level II candidate, and is recognized for his analytic rigor and multi-asset class research capabilities, particularly in the evaluation and ongoing monitoring of ETFs, mutual funds, and alternative strategies.

Career History

OrganizationRoleDate RangeDetails
HB WealthSenior Investment Research AnalystJan 2025 to Present
WMS PartnersInvestment Research Analyst at WMS Partners, LLCJun 2023 to Mar 2025
WMS PartnersInvestment Intern at WMS Partners, LLCJun 2022 to May 2023
Goucher CollegeAcademic Honor Board MemberAug 2020 to Apr 2024
Goucher CollegeQuantitative Reasoning TutorAug 2019 to Apr 2024
Maryland State Retirement and Pension SystemInvestment AnalystMay 2021 to Aug 2021
Build Beyond the HustleProject InternOct 2020 to Dec 2020
• Researched alternative financing options for minority owned businesses for them to scale their business. • Organized a Canva page that had seven options for businesses to increase their revenue. • C...
Michael's of HampsteadFood ServerJul 2019 to Aug 2020
• Duties as a waiter include delivery of food and drinks, communication with customers, and decision-making skills. • Began as a busser; duties included cleaning off tables, preparing salads for custo...
Hibbett SportsSales AssociateJun 2018 to Apr 2019
A Sales Associate checks on the customers that are in the store and make sure they find the products that they are looking for. They have great communication skills with talking to the customers and t...
Fuchs North AmericaMarketing InternshipJan 2018 to May 2018
The marketing intern assists the company with catching up on several essential tasks that improved the efficiency of the department. The intern also helps the company prepare for trade shows and condu...

Education

The Johns Hopkins University - Carey Business School

Master of Science - MS, Financial Mathematics

2022 2023

Goucher College

Bachelor's degree, Economics and Data Analytics

2018 2022

Others at HB Wealth Management, LLC (23)

NameRoleLocation
D
David Citron
CIOBaltimore, MD , United States
Frank Butterfield
Frank Butterfield
PrincipalAtlanta, GA , United States
John Willoughby
John Willoughby
PrincipalTampa, FL , United States
J
Josh Rowe
PrincipalBaltimore, MD , United States
K
Kerstin Wiles
Senior AssociateSuwanee, GA , United States
Milton Pullen
Milton Pullen
Senior AssociateAlpharetta, GA , United States
N
Noreen Frost
Partner, Portfolio ManagerTowson, MD , United States
Sean Anderson
Sean Anderson
Senior Trader and Associate Portfolio ManagerTowson, MD , United States
Barbara Li
Barbara Li
PartnerDenver, CO , United States
Bob Killebrew
Bob Killebrew
PartnerCockeysville, MD , United States
Showing 1-10 of 23 team members

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