CoverProfile

Matt Rose

Consultant

Alpha Investment Consulting Group

United States, Wisconsin, Milwaukee

About Me

Matt joined Alpha as an Analyst in 2007, gaining experience in client performance reporting and manager due diligence, before transitioning into consulting. Matt previously worked for Robert W. Baird and Co., in the Baird Investment Management Group. Matt advises clients on investment policy statements, asset allocation, manager selection and portfolio structure. Additionally, he remains engaged in the due diligence process, conducting manager interviews and collaborating with other research staff members. Matt holds a Bachelor of Science degree in Business Administration from Marquette University. He currently serves on the Board of the Friends of the Haggerty Art Museum, as we

View more

Profile Information

Consultant

Alpha Investment Consulting Group

Investment Team

Investor

Consultant

Milwaukee

Wisconsin

United States

Aug 25, 2025

More profiles to browse

Profile Photo
Tony Jones
Director of Investment Manager Research
Profile Photo
Robert Bukowski
Founder and Managing Partner

You Might Like

KA
Kimberly A. Griego-Kiel
Founding Partner Emerita
Horizons Sustainable Financial Services
DH
Darla Hansen
Chief Administrative Officer
Corvus Wealth Advisors
ME
Michelle Elliott
Chief Operating Officer & Senior Client Service Manager
Kowalski Financial
JB
Jared Burke
Chief Operating Officer
Crescent Wealth Partners