Matthew Koelliker is President of M360 Advisors and Head of Client Management. He joined from PIMCO, where he served as an account manager, advising institutional clients on asset allocation decisions across fixed income and alternative investment strategies.
Prior to joining PIMCO, Matthew was an analyst in the equities trade management group at Goldman Sachs. He holds an MBA from the Anderson School of Management at the University of California, Los Angeles and a bachelor’s degree in finance from Brigham Young University. He has 11 years of investment experience and holds a CFA charter.