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Matthew Cochran, CFA


About Matt

Matt, a seasoned professional with over two decades of experience in finance and wealth management, is currently a Partner at Atlantic Edge Private Wealth Management. His passion lies in helping clients succeed by combining technical expertise with a personalized approach. As the Chief Investment Officer, he leads Atlantic Edge’s Investment Committee, leveraging his extensive expertise. Additionally, Matt serves as the Chief Compliance Officer for Atlantic Edge.

Before his current role, Matt was a Managing Director at BDO Wealth, where he provided investment management for high-net-worth individuals and institutions as a member of the Investment Committee. He also served as a Partner and Advisor at LBA Wealth Management, which later merged with BDO. Earlier in his career, Matt worked as a portfolio manager at Merrill Lynch and a trader at Banc of America Investments, Inc.

In 2014, Matt earned the globally recognized Chartered Financial Analyst (CFA) designation, demonstrating his deep understanding of investment management and financial analysis.

Beyond his work in investment management, Matt enjoys spending time with his wife, Lori, and their four children. He is actively involved in his local church.

Rob Headshot.jfif

Robert E. Filosa, CFA

Portfolio Manager

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