Matthew Freiburger is a leading authority on building wealth and portfolio management. For over ten years, Matthew has been independently picking individual stocks and bonds to help friends, family and clients create and maintain their long term wealth.
As a Portfolio Manager at Steele Investment Counsel, Ltd., Matthew works with busy professionals to own their time, own their finances and own their future. He is a highly sought after professional speaker and the author of several white papers including The Right Order and The Power of the Roth IRA.
Prior to joining Steele Investment Counsel, Ltd., Matthew was employed by JPMorgan Chase where he served as an Internal Auditor. Before this, Matthew worked for four years as a public accountant for Crowe Horwath (formerly Crowe Chizek & Co.).
Matthew successfully completed all three levels of the Chartered Financial Analyst (CFA) examinations in three consecutive years and obtained the CFA Charter in 2010. In 2007, he earned his CPA and holds the Series 65 - Uniform Investment Advisor Law license.
Matthew graduated from Purdue University in West Lafayette, Indiana with a dual major in Business Management and Accounting and a minor in Finance. He resides with his wife and four young boys in Powell, Ohio. His rambunctious boys keep him occupied in many outdoor activities such as biking, soccer and golf. He is an active member in the St. Brigid of Kildare Knights of Columbus Council and Dublin Chamber of Commerce.
He has over 50 years of portfolio management experience. His focus is on analysis of the markets, companies, the economy, and interest rates utilizing both fundamental and technical analysis.
Prior to starting Steele Investment Counsel, Ltd. in 1984, Michael was the Chief Investment Officer of Bank One Trust Company in Columbus, Ohio from 1982-1984 where he was responsible for the management of $1.5 billion in trust assets. Prior to this, he was Vice President and Senior Portfolio Manager at Bernstein-Macaulay, one of the nation's largest investment advisors in New York City. At Bernstein-Macaulay he managed over $250 million in large pension accounts.
He served as Vice President & Trust Investment Division Head of First National Exchange Bank of Virginia from 1976 to 1981 in Roanoke, Virginia. There, he was responsible for the management of $450 million in trust assets. Prior to this he was a Portfolio Manager for Virginia Investment Counselors in Norfolk, Virginia, and a Trust Investment Officer for First National Exchange Bank of Virginia.
Michael earned a Bachelor of Science in Business Administration (Finance) from Virginia Tech in Blacksburg, Virginia. He obtained an MBA (Finance) from Old Dominion University in Norfolk, Virginia. He holds the Series 65 - Uniform Investment Advisor Law license. He is a member of the CFA Institute, past Board Member of the American Association of Professional Technical Analysts (AAPTA); and past Board Member having served as Treasurer (2010-2012) of the International Federation of Technical Analysts (IFTA).