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
| Organization | Role | Date Range | Details |
|---|---|---|---|
| L&S Advisors, Inc. | Portfolio Manager | Feb 2021 to Present | — |
| L&S Advisors, Inc. | Senior Analyst | Jan 2017 to Present | — |
| Prestige Estate Agency | Analyst | Unknown 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)
| Name | Role | Location |
|---|---|---|
H Heather Liu | Portfolio Analyst | Los Angeles, CA , United States |
| Senior Trader | Los Angeles, CA , United States |
Similar Fund Managers
| Name | Role | Fund | Location |
|---|---|---|---|
| Partner | Heron Bay Capital Management | Bloomfield Hills, MI , United States | |
| Director of Research | Heron Bay Capital Management | Bloomfield Hills, MI , United States |