We help our clients compound their wealth
I founded Ithaca Wealth Management because I wanted to have a sizable impact on the lives of others by helping them harness the power of compound interest to generate significant wealth over time.
I started working in the investment industry as an Investment Research Analyst and Equity Portfolio Manager at Tompkins Financial Advisors in Ithaca, NY. There, I was responsible for the management of two U.S. large cap stock portfolios that had more than $200 million in client assets.
I was the Lead Equity Analyst and a voting member of the TFA Investment Committee, which is responsible for the management of more than $4 billion in assets. Upon my departure in 2019 to start Ithaca Wealth Management, I was the longest-serving member of the investment committee.
The investment portfolios Ithaca Wealth manages are driven by bottoms-up fundamental analysis, concentrated in growth oriented companies that are benefiting from long term secular trends and have strong economic moats.
I earned a B.S. in Business Administration and an M.B.A. concentrated in Finance and Management from Ithaca College School of Business. In 2017, I became a Chartered Market Technician (CMT), which signifies deep knowledge of portfolio risk management and security analysis.
When I'm not looking at stock charts or listening to company earnings calls, I enjoy rock climbing, hiking, and cooking with my wife, Mia.
If you want to chat about any of the above, or just want to connect and say hey, feel free to e-mail me at firstname.lastname@example.org or give me a call at (607) 882-1434.
Matthew Fox, CMT, MBA