Wes Mathews
Principal, Director - Portfolio Solutions
Chicago, IL, US
Wes Mathews is a principal and director of Portfolio Solutions within Milliman FRM. The practice develops risk management strategies including ETFs, UITs, managed accounts, indices, VITs, and structured annuities. Wes also partners with asset managers to help determine how Milliman's various risk management strategies can be used most effectively in investment portfolios.
Experience
Prior to joining Milliman, Wes worked in institutional bond sales and fixed income portfolio management for financial institutions, primarily focusing on banks and credit unions. Before that, he was a U.S. Treasury futures and Eurodollar futures trader for a proprietary trading group.
Professional Designations
- Chartered Financial Analyst (CFA)
- Series 3, 7 and 63
Education
- B.A., Business/Economics, Wheaton College
Publications