Matt Blume, CFA
Matthew is a portfolio manager of private client accounts at Pekin Hardy, and he also manages the firm’s environmental, social, and governance (ESG) research and shareholder advocacy efforts. Matthew works closely with clients to help them articulate their financial goals and constructs comprehensive financial plans to help them achieve those goals, all while ensuring that each client’s portfolio is aligned with his or her personal values and risk tolerance. Matthew strives to be a trusted source of unbiased guidance for his clients in all their financial matters.
As the firm’s Director of ESG Research, Matthew is responsible for understanding the ESG-related risks and opportunities faced by each potential investment that the firm considers. This information plays an integral role in the firm’s efforts to tailor client portfolios such that they reflect each client’s unique values. Matthew also leads the firm’s shareholder advocacy efforts, engaging directly with the management teams of portfolio companies in order to ensure that they are managed responsibly and sustainably to the benefit of all stakeholders.
As a result of his deep expertise in sustainable, responsible, and impact (SRI) investing, Matthew has become a respected voice in the SRI community, speaking at conferences and serving on expert panels around the country. Matthew is an outspoken advocate for using business as a force for good and is highly active in the Chicago B Corp community.
Prior to joining Pekin Hardy, Matthew worked as an investment advisor for Cornerstone Asset Management, and prior to that, as a systems engineer for a large government contractor. Matthew is a Chartered Financial Analyst (CFA) Charterholder and is a member of the CFA Institute and the CFA Society of Chicago. He also holds the Chartered SRI Counselor (CSRIC) designation. He is also a frequent contributor to Nasdaq.com, where he writes on matters of personal finance and investing.
Outside of work, Matthew enjoys spending time with his wife and young daughter and their dog. Matthew is a nationally competitive distance runner, competing primarily at the half marathon and marathon distances, and is a 2020 U.S. Olympic Marathon Trials qualifier. He also enjoys cycling and traveling. Matthew is very active in the Chicago running community and serves as a coach for Team One Step, a Chicago Marathon charity team that raises money to send children with cancer to summer camp.
Hometown: Logansport, IN
Education: Bachelor of Science in Electrical Engineering from Valparaiso University. Member: Tau Beta Pi engineering honor society. Master of Business Administration from Northwestern University’s Kellogg School of Management.
Industry Licenses and Designations
- Chartered Financial Analyst (CFA) Charterholder
- Chartered SRI Counselor (CSRIC)
- FINRA Series 7
- FINRA Series 66
Selected Writing and Interviews
- The Private Equity Myth: Why Public Small Cap Equity May Trump PE, Nasdaq.com, 2019
- Not Your Father’s Emerging Markets: 5 Reasons to Invest in EMs, Nasdaq.com, 2019
- Public Employee Pensions: The Next Black Swan?, Nasdaq.com, 2018
- Long Term Care Insurance: Pitfalls and Advantages, Pekin Hardy Strauss, 2015
- Life Insurance: A Risk Mitigation Tool that Should Not Be Considered an Investment, Pekin Hardy Strauss, 2015
Because the applications of ESG (environmental, social, governance) or Socially Responsible Investing (SRI) screens as part of an impact investing program, certain securities may be eliminated as investments. As such, it may cause performance to behave either positively or negatively compared to strategies that do not apply such screens.