Professional Summary

Professional Overview

Bill Matson is an experienced investor focused on publicly traded small-cap stocks. As an Investor and Portfolio Manager at Oyster River Financial, LLC, he leverages his deep expertise in financial analysis and market trends to build diversified investment portfolios for his clients.

Experience Summary

Current Role

As an Investor and Portfolio Manager at Oyster River Financial, LLC since 2000, Bill is responsible for researching, evaluating, and selecting promising small-cap stocks to include in client investment portfolios. He utilizes a data-driven approach to identify undervalued growth opportunities, aiming to generate consistent returns for his clients. Under his leadership, the small-cap portfolios have consistently outperformed their respective benchmarks.

Career Progression

Prior to his current role, Bill served as a Financial Advisor at Stifel Financial Corp. from 2012 to 2013, where he provided comprehensive wealth management solutions to individual and institutional clients. He also worked as a Portfolio Manager at Cognition Capital Management, LLC from 2004 to 2012, honing his skills in portfolio construction and investment strategy.

Academic Background

Bill holds a Bachelor of Science in Finance from the University of New Hampshire, where he graduated with honors. He is committed to continuous learning and has completed various professional development programs in investment management and portfolio optimization.

Areas of Expertise

• Fundamental analysis of small-cap public companies

• Asset allocation and portfolio construction

• Risk management and portfolio optimization

• Financial modeling and valuation

• Market research and trend analysis

Professional Impact

Throughout his career, Bill has demonstrated a track record of delivering strong investment performance for his clients. He has played a key role in expanding Oyster River Financial's small-cap investment offerings, and his insights and market commentary have been featured in various industry publications.

Conclusion

With over 20 years of experience in the investment management industry, Bill Matson is a respected and accomplished small-cap investor. His deep understanding of the market, coupled with his data-driven investment approach, makes him a valuable asset to his clients and the financial services industry as a whole.