Matthew L. Forester

Matthew L. Forester

Financial Services Executive

Creative Financial Group
16 Campus Boulevard
Newtown Square, PA 19073

Phone: (610)325-6100
Fax: (610)325-7010
Mobile Phone: 610-325-6169
E-mail:

Matt is a 20-year veteran of global macroeconomic analysis and its application to investment strategy. Prior to joining CFG, Matt was Vice President and Portfolio Manager with Cumberland Advisors, Inc., a registered investment advisor, where he managed the firm’s all-ETF portfolios: U.S. Equity, International Equity, Emerging Markets Equity, and Global Multiple Asset Class ETF Portfolios. In addition, he managed the firm’s AIMR (CFA Institute) compliance program for composite portfolio performance reporting; installed and managed the firm’s third-party proxy voting compliance program; played a key role in designing and implementing the firm’s macroeconomics-based fixed income valuation, trading, and interest rate forecasting analytics; and served as the firm’s primary equity and macroeconomics research analyst. During his 20-year career with Cumberland Advisors he managed portfolios for both individual and institutional clients, and he designed, implemented, and managed one of the nation’s pioneering Separately Managed Accounts platforms using exchange-traded funds across multiple custodian banks, brokerage firms, and wrap programs. Matt also served as Chief Investment Officer of ETF Associates, LLC.

Matt has appeared in The Wall Street Journal, Barron’s, and the Philadelphia Inquirer, and he has been a frequent guest commentator on Bloomberg TV, Bloomberg Radio, CNNfn, and Comcast’s Money Matters. Matt has also been a speaker and panelist for many industry conferences and national conference calls, including the ETF Global Education Conference, Strategic Research Institute ETF Conference, Fidelity Investments, Barclays Global Investors, and a joint session of the Global Interdependence Center and Philadelphia Council for Business Economics at the Federal Reserve Bank of Philadelphia. 
 
Matt has been a guest lecturer in the MBA program at Rutgers University and is a member of the Philadelphia Council for Business Economics (PCBE) and the Philadelphia Financial Economics Group (PFEG). As a local supporter in the community he has been active in volunteer service with the Bay-Atlantic Symphony, where he served two terms as president of the Board of Trustees, and the Planned Giving Advisory Board for the Cumberland County College Foundation. Matt holds Series 7, 24, 53, and 63 securities registrations. BS in Economics (Finance and Political Science concentrations), Wharton School of Finance, University of Pennsylvania.