MATTHEW A. GOETZKE, CFA
Matt is a Principal and founder of Mendota Financial Group. He has provided comprehensive financial planning and portfolio management services for individuals and their families for over 15 years.
In his current role, Matt leads the research efforts and develops customized portfolio management solutions for Mendota's clients. He has particular experience working with clients who have concentrated stock position(s), closely held business interests, real estate portfolios and other assets that require a portfolio structured to compliment and diversify these assets.
Prior to forming Mendota, Matt spent eight years as Portfolio Manager for a Chicago, IL based money manager. There he managed equity and fixed income portfolios for individuals and institutions using a value-based approach.
Matt received his BA from the University of Wisconsin–Madison and is a CFA Charterholder. Matt formerly served on the Board and as President of the CFA Society of Madison and currently serves on the Board and as Treasurer for Glacier's Edge Council. He speaks to a variety of groups on investing topics, served as speaker for the National Center for Employee Ownership on investing proceeds from ESOP Transactions and started the Financial Analysis for Business Professionals educational series for the CFA Society of Madison.
Matt is an avid reader and enjoys spending time with his wife and three children doing outdoor activities. He and his family reside in Madison, WI.