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Matthew David Palazzolo, CFA

Senior Investment Strategist at Bernstein Private Wealth Management
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Matthew is a Senior Investment Strategist at Bernstein Private Wealth Management. He is responsible for working closely with the firm’s Private Clients and their Financial Advisors to construct optimal asset allocations, as well as provide advice and insights across multiple asset classes and geographies. Prior to joining Bernstein in 2010, Matthew was Director of Research and Portfolio Manager for Inverness Counsel, a high-net-worth and institutional asset manager in New York. He was also a member of the firm’s Investment Committee. Matthew's responsibilities included overseeing the firm’s equity research effort and was part of the team that managed the firm’s institutional equity portfolios.

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  • Given the valuation discount, [potential] earnings growth and the cyclical nature of the small-cap stocks, the Fed starting to cut this week could very well serve as a catalyst to get investors interested in small-cap companies.

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