Matthew Johnson

Matthew Johnson is an Investment Analyst at Strategic Financial Services, Inc., based in Syracuse, NY. In this role, he collaborates with the investment team to develop, maintain, and improve the efficiency of investment and trading processes, while assisting with portfolio monitoring, strategy implementation, and trade execution. His work focuses on enhancing investment strategies and streamlining trading operations to optimize client outcomes within multi-asset portfolios.

Matthew’s professional background includes serving as an Equity Trader at Atria Wealth Solutions, where he gained practical experience in equity markets and trading execution. Earlier, he supported financial operations in a student accounts department at Finger Lakes Community College. His sector experience encompasses equities and multi-asset investment strategies, with a particular emphasis on process improvement within investment operations.

He holds a Bachelor of Science in Finance with a minor in Economics from Nazareth College, complemented by a certificate in Data Analytics from Case Western Reserve University. Matthew is known for his analytical expertise and commitment to advancing the efficiency of investment processes, making significant contributions to improving trading workflows at every firm he has served.