Abacus Welcomes New Co-Chief Investment Officers

Abacus Co-CIOs Matt Rivera and Lindsey Woodward

Please note the publish date of this blog. Financial information, market conditions, and other data mentioned in this post may no longer be accurate or relevant.

We are excited to announce 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 experience spanning companies such as Blackrock, Barclays, Dimensional, and Thornburg to the role. Their skills range from process creation 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 continue to be a leader in the Environmental, Social, and Governance (ESG) space. They are looking forward to further collaboration with clients and peers to push ESG and impact forward. They are active 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 advisor education and training, giving the Abacus Investment department and team even more robust processes and organization, as well as providing continued excellent support and resources to our clients.

Abacus congratulates Matt and Lindsey on their new roles. As a company, we look forward to this next chapter at Abacus with the two of them leading our Investment team!

Disclosure

Abacus Wealth Partners, LLC is an SEC registered investment adviser. SEC registration does not constitute an endorsement of Abacus Wealth Partners, LLC by the SEC nor does it indicate that Abacus Wealth Partners, LLC has attained a particular level of skill or ability. This material prepared by Abacus Wealth Partners, LLC is for informational purposes only and is accurate as of the date it was prepared. It is not intended to serve as a substitute for personalized investment advice or as a recommendation or solicitation of any particular security, strategy or investment product. Advisory services are only offered to clients or prospective clients where Abacus Wealth Partners, LLC and its representatives are properly licensed or exempt from licensure. No advice may be rendered by Abacus Wealth Partners, LLC unless a client service agreement is in place. This material is not intended to serve as personalized tax, legal, and/or investment advice since the availability and effectiveness of any strategy is dependent upon your individual facts and circumstances. Abacus Wealth Partners, LLC is not an accounting or legal firm. Please consult with your tax and/or legal professional regarding your specific tax and/or legal situation when determining if any of the mentioned strategies are right for you.

Please Note: Abacus does not make any representations or warranties as to the accuracy, timeliness, suitability, and completeness, or relevance of any information prepared by an unaffiliated third party, whether linked to Abacus’ website or blog or incorporated herein, and takes no responsibility for any such content. All such information is provided solely for convenience purposes only and all users thereof should be guided accordingly.

For more information about Abacus and this article, please read these important disclosures

Share:

What’s your financial archetype?

Simplify your life with a plan

Lorem ipsum dolor sit amet, consectetur adipiscing elit. Ut elit tellus, luctus nec ullamcorper mattis, pulvinar dapibus leo.