Wharton Business Radio

Behind the Markets: August 10, 2018

Hosts Jeremy Siegel and Jeremy Schwartz are joined by Andrew Stewart (Chief Investment Strategist, Exchange Capital Management) and Matthew McAleer (Equity Vice President-Director of Equity Strategies, Cumberland Advisors) on the Friday, August 10, 2018 edition of Behind the Markets.

Air Date: Friday, August 10, 2018 on SiriusXM 132

Andrew Stewart

Air Time: 1:00 pm
Featuring: Andrew Stewart

Matt McAleer

Air Time: 1:00 pm
Featuring: Matthew McAleer

Featured Guests

Andrew Stewart

Chief Investment Strategist, Exchange Capital Management

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Andrew Stewart is Chief Investment Strategist for Exchange Capital Management, a fee-only financial planning firm located in Ann Arbor, Michigan. He has experience managing investment portfolios for high-net-worth clients from all over the country. His work at Exchange Capital has been recognized by publications like the New York Times and Reuters.

Prior to joining Exchange Capital Management in 2017, Andrew studied Engineering at Case Western Reserve University and began his career in the non-profit sector in Boston. He later shifted his focus to the financial services industry, pursued a Master’s in Finance at Boston College, and joined John Hancock Investments. He moved back home to Michigan to join a hedged investment firm, performing due diligence and investment strategy analysis. He now leads Exchange Capital’s investment efforts.

Andrew was awarded the designation of Chartered Financial Analyst (CFA) and is a member of the CFA Institute and the CFA Society of Detroit. He was also awarded the designation of Chartered Alternative Investment Analyst (CAIA). He is a board member of the Open Hands Food Pantry, a non-profit that works to end hunger in Oakland County, Michigan.
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Matthew McAleer

Equity Vice President-Director of Equity Strategies, Cumberland Advisors

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Matthew McAleer serves as the Executive Vice President and Director of Equity Strategies at Cumberland Advisors . He is responsible for overseeing all aspects of Cumberland Advisors’ equity group including portfolio management, research and trading. With a focus on quantitative research, Mr. McAleer uses detailed trend, price and relative strength analysis to manage portfolio construction and to identify investment opportunities across multiple asset classes. Mr. McAleer began as an investment advisor in 1994 analyzing bonds, stocks, mutual funds and eventually exchange-traded funds at Wheat First Securities. At Wheat First Securities, he began developing the portfolio management style that has become his hallmark management style that focuses on tactical asset allocation using trend and relative strength analysis.

Mr. McAleer has over 25 years of investment management experience and previously led the tactical asset allocation strategies at Hudson Canyon Investment Counselors and Classic Asset Management. The strategy was recognized as a “Top Gun” performer by PSN Informa in 2013. He holds a B.S. degree in marketing/economics from Rider University, where he also competed for the wrestling team.
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