Matthew Sheridan

Matthew Sheridan serves as Chief Investment Officer at TFO Wealth Partners, where he is responsible for firm-wide investment strategy, portfolio construction, and implementing evidence-based investment solutions for high-net-worth clients and families. Based in Philadelphia, Sheridan leads the firm's efforts in long-term planning and aligning wealth with clients’ unique values and objectives, with a focus on diversified asset allocation and risk management.

Sheridan’s investment expertise spans across global equities, fixed income, and alternative investments, employing a disciplined, research-driven approach that emphasizes both quantitative analytics and thoughtful client engagement. His leadership includes hosting TFO Wealth Partners’ quarterly investment series, where he distills market data and narratives for clients and stakeholders.

Previously, Sheridan held roles as Senior Investment Consultant at Vanguard, specializing in portfolio analytics for institutional and wealth clients, and as Client Portfolio Manager at Morgan Stanley, focusing on bespoke portfolio solutions for affluent clients. He holds a B.A. in Business Management with a minor in Economics from Moravian University, and is recognized as a CERTIFIED FINANCIAL PLANNER™ professional, Certified Portfolio Manager®, and recipient of Vanguard’s 2024 Award for Excellence, underscoring his commitment to fiduciary excellence and innovation in wealth management.