Matt Gentzkow
Number artisan. Easygoing intellectual. Solution forecaster. Pillar of stability. Father. Hoops aficionado. A flare for the snare. Matt Gentzkow was born in Minneapolis, grew up in Indianapolis, and pursued his college education at Xavier University in Cincinnati. Matt graduated in 2013 with a bachelor’s degree in finance and economics and soon after, moved to Nashville to embark on his professional journey. Matt's career path began at UBS and, subsequently, at Morgan Stanley, where he laid the foundation for his future success. He honed his skills when he returned to UBS as a Senior Wealth Strategy Associate, providing crucial investment, financial planning, and operational support to clients. In 2017, he earned his CIMA® certification, a testament to his lifelong passion for markets and investments. Now, as W&A’s Investment Strategist, he shares his insights with the investment committee and guides clients toward their financial goals. While Matt's proactive approach to problem-solving reflects his motivation and determination, his easy-going demeanor belies his measured strides and direct communication style. He ultimately ensures that no opportunity is left unexplored. Beyond his professional endeavors, Matt selflessly commits to giving back to his community. His volunteer commitments include involvement with the Nashville Catholic Business League and the St. Henry Men’s Club. Matt considers himself incredibly blessed to have such an amazing family. He and his wife, Brianne, are the proud parents of three young children: Caroline, Noah, and Brooks. Known among his close friends for his “tiki-hut theory,” Matt dreams of one day opening a beachside tiki hut bar where he can live, serve beachgoers, and enjoy the simple pleasures of life. Guided by the wisdom of Robert F. Kennedy, Matt's not just asking "Why?" but "Why not?" His boundless curiosity and unwavering commitment to finding solutions make him a force to be reckoned with in the financial world and beyond.
Articles by Matt Gentzkow
- Research
The Third Engine of Portfolio Diversification
In racing, and investing, the goal is not simply to go fast. It is to stay balanced enough to see investor financial plans through the finish line!
- Research
Markets and Augusta Share a Common Lesson About Changing Conditions
Lesson Augusta teaches every April: respect the conditions, stay disciplined, and understand that success comes from navigating the course in front of you!
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Markets React to Middle East Escalation as Oil and Yields Jump
For long-term investors, maintaining discipline during periods of volatility is more rewarding than reacting to the headlines.
- Research
Markets Stall as Trillions in Capital Wait on Deployment
Markets may feel directionless on the surface, but rotation is occurring underneath and global returns have rewarded diversification.
- Active Insights
Big Tech’s Free Cash Flow Is Shrinking as AI Spending Soars
Other sectors stand to benefit from the tech-funded buildout, underscoring why diversification helps provide a better flight path for investors!
- Research
Patience, Process, and Victory: Lessons From Indiana’s Historic Run
Investors who can stay disciplined during volatility, steadfast during quiet stretches, and focused on process, give themselves the best chance to win!
- Active Insights
Earnings Are Accelerating Where Few Are Looking: The Case for the ‘Other 493’
Analysts expect 2026 S&P500 earnings to grow at 15%, but what’s beneath the surface paints a different story.
- Research
Why U.S. Corporate Earnings Deserve the Turkey Leg Trophy This Thanksgiving
Valuation is elevated and the forward question for further upside appreciation in the index was the deliverance of solid earnings and forward guidance.
- Research
Equity Volatility Is Rising—but the Rest of the Market Is Telling a Very Different Story
The longest government shutdown in history officially ended this past Wednesday, but not all sources of uncertainty have faded.
- Research
Buying at the Top? Why History Says New Highs Aren’t a Red Flag
Not as scary as it seems. In fact, the data says that investing through new highs has often led to stronger results. Let’s explore!
- Research
Global Easing Is Back—and Markets Are Riding the Liquidity Wave
The global easing cycle continues, liquidity is rising, financial conditions are loose, and credit spreads are tight.
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Risk Management or Mixed Messaging? What Powell’s Rate Cut Really Signals
Retail spending climbing, and the Fed’s own projections leaning optimistic, the supposed risk behind this cut seems less than compelling!
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Fall Forecast: Why Pessimism, Powell, and Politics Could Fuel a Market Surprise
They’re months when volatility tends to pick up, mutual fund fiscal years come to an end, and the year’s outlook can shift quickly.
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The Productivity Shift That Separates Top Performers From Everyone Else
Often overlooked, rising productivity is a key engine behind corporate profitability, wage growth, and ultimately, investor returns.
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How the U.S. Dollar Is Shaping Global Investment Returns Right Now
The sharp drop in the U.S. dollar in 2025 isn’t a passing macro headline; it’s an important shift in the investing landscape.
- Research
Summer Rally Update: Why the S&P 500’s New Highs Signal a Strong Year Ahead
S&P 500 has rallied significantly off the roller coaster lows from early April and last week crested the all-time closing high set in February #markets
- Market Intelligence
How Alternative Investments Are Reshaping Smart Portfolios
Investors even those with significant wealth have been comparatively slower to incorporate alternatives into their wealth strategy. #alternative
- Research
Are Corporate Buybacks a Confidence Signal — or Just Financial Engineering?
Though buybacks raise questions on how the math shakes out, investors should remain confident that the flows of the market machine are at their backs!
- Research
March Madness Hits Wall Street: How to Stay in the Investing Game
These are precisely the moments when investors can benefit the most from a wealth strategist to keep you calm and win when it matters most! #March
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Corporate Earnings vs. Market Hype: What Really Matters
We are closely monitoring corporate earnings and forward guidance to help determine the path ahead for this bull market! #market
- Research
Visualizing January: How Market Trends and Fundamentals Shape the Year Ahead
How historical market trends in January can signal the year’s outlook, the importance of long-term earnings growth and fundamentals #markets
- Research
The ‘Golden Age of America’? Key Economic Moves in Trump’s Second Term
The second Trump Presidency kicked off last week, and there is now some proof to the pudding of what is to come from his second term. #Trump