Sign in
Matthew Nussbaum

Matthew Nussbaum

Portfolio Manager at LS Investment Advisors, LLC

Los Angeles, CA , United States

About

Matthew Nussbaum, CFA, is a Portfolio Manager and Director of Research at L&S Advisors, Inc. in Los Angeles, where he works closely with fellow portfolio managers to identify investment opportunities, develop data-driven investment theses, and deliver comprehensive support for the firm's high-net-worth clientele. His approach is rooted in rigorous statistical analysis, Bayesian probability, and the continuous integration of counter viewpoints to strengthen decision-making and mitigate bias within portfolio construction.

Nussbaum's investment expertise spans a range of asset classes and sectors, with a notable emphasis on innovative growth opportunities. He actively incorporates scenario analysis and mosaic theory to guide allocations, leveraging his background in both traditional financial research and deep dives into healthcare and life sciences industries, reinforced by his graduate studies and certifications from Cornell and Harvard Medical School.

Before joining L&S Advisors, Nussbaum held analyst and senior analyst roles—including at a registered investment advisor and as an analyst at Prestige Estate Agency—performing industry and company analysis to guide portfolio decisions. He graduated with honors from UCLA with a BA in Economics and a minor in Accounting, holds CFA and Series 63/65 licenses, and is deeply involved with the CFA Institute and UCLA’s value investment education programs. His commitment to mentoring, investment education, and advocacy for healthcare and veteran causes further distinguish his professional profile.

Career History

OrganizationRoleDate RangeDetails
L&S Advisors, Inc.Portfolio ManagerFeb 2021 to Present
L&S Advisors, Inc.Senior AnalystJan 2017 to Present
Prestige Estate AgencyAnalystUnknown to Present

Education

Harvard Medical School

HMX Certificate Program: Pharmacology

2022 2022

Harvard Medical School

HMX Certificate Program: Physiology

2021 2021

Harvard Medical School

HMX Certificate Program: Immunology

2021 2021

UCLA

BA, Economics

CFA Institute

CFA Program

Others at LS Investment Advisors, LLC (2)

NameRoleLocation
H
Heather Liu
Portfolio AnalystLos Angeles, CA , United States
Jorge Luis Ambriz
Jorge Luis Ambriz
Senior TraderLos Angeles, CA , United States

Similar Fund Managers

NameRoleFundLocation
Paul Seizert
Paul Seizert
PartnerHeron Bay Capital ManagementBloomfield Hills, MI , United States
Joseph Ashmore
Joseph Ashmore
Director of ResearchHeron Bay Capital ManagementBloomfield Hills, MI , United States