Matthew Menkhaus
Investment Research & Wealth Management, Concurrent Investment Advisors
Matthew Menkhaus is a finance professional with extensive experience in wealth management, investment research, and relationship management. A graduate of the Lindner College of Business at the University of Cincinnati, he earned his BBA in Finance and remains a proud alumnus.
Matthew began his career at Fidelity Investments, where he held various roles in private wealth management. He has experience as an equity trader, bond trader, and risk management consultant. His diverse experience in financial markets has equipped him with a strong foundation in portfolio management and risk analysis.
Most recently, Matthew contributed his expertise to the University of Cincinnati’s endowment fund, where he analyzed a wide range of investments to support long-term institutional growth. His background in both institutional and private wealth management allows him to deliver strategic insights and tailored solutions to clients.
Outside of work, Matthew enjoys staying connected with his alma mater and engaging in financial market research.