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Matthew Sanders
Senior Investment Research Analyst at HB Wealth Management, LLC
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
| Organization | Role | Date Range | Details |
|---|---|---|---|
| HB Wealth | Senior Investment Research Analyst | Jan 2025 to Present | — |
| WMS Partners | Investment Research Analyst at WMS Partners, LLC | Jun 2023 to Mar 2025 | — |
| WMS Partners | Investment Intern at WMS Partners, LLC | Jun 2022 to May 2023 | — |
| Goucher College | Academic Honor Board Member | Aug 2020 to Apr 2024 | — |
| Goucher College | Quantitative Reasoning Tutor | Aug 2019 to Apr 2024 | — |
| Maryland State Retirement and Pension System | Investment Analyst | May 2021 to Aug 2021 | — |
| Build Beyond the Hustle | Project Intern | Oct 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 Hampstead | Food Server | Jul 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 Sports | Sales Associate | Jun 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 America | Marketing Internship | Jan 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)
| Name | Role | Location |
|---|---|---|
D David Citron | CIO | Baltimore, MD , United States |
| Principal | Atlanta, GA , United States | |
| Principal | Tampa, FL , United States | |
J Josh Rowe | Principal | Baltimore, MD , United States |
K Kerstin Wiles | Senior Associate | Suwanee, GA , United States |
| Senior Associate | Alpharetta, GA , United States | |
N Noreen Frost | Partner, Portfolio Manager | Towson, MD , United States |
| Senior Trader and Associate Portfolio Manager | Towson, MD , United States | |
| Partner | Denver, CO , United States | |
| Partner | Cockeysville, MD , United States |
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