We are excited to signify Matt Rivera and Lindsey Woodward as the Co-Chief Investment Officers (Co-CIOs) of Abacus Wealth Partners. Both Lindsey and Matt are Senior level financial advisors and Partners here at Abacus.
Collectively, Matt and Lindsey bring two CFP® designations, a CFA, an MBA, and 25 years of investment management wits spanning companies such as Blackrock, Barclays, Dimensional, and Thornburg to the role. Their skills range from process megacosm to rigorous due diligence, to education, management, communications, industry involvement, and more. Having these two highly-qualified investment professionals step into the CIO role will enhance Abacus’ investment management capabilities, long-term growth prospects, and Abacus’ presence in the industry.
Both Lindsey and Matt share a vision for Abacus to protract to be a leader in the Environmental, Social, and Governance (ESG) space. They are looking forward to remoter collaboration with clients and peers to push ESG and impact forward. They are zippy in organizations such as WISE (Women Investing for a Sustainable Economy), the Dimensional Sustainability Council, Acumen Next, and Confluence Philanthropy.
Together, they are infusing renewed vigor into counselor education and training, giving the Abacus Investment department and team plane increasingly robust processes and organization, as well as providing unfurled spanking-new support and resources to our clients.
Abacus congratulates Matt and Lindsey on their new roles. As a company, we squint forward to this next installment at Abacus with the two of them leading our Investment team!
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