Matt Welling, CFA
Matt is a Director of Client Partnerships at Axiom Investors. In this role, he is responsible for overseeing existing client relationships and working with prospective clients. Prior to joining Axiom, Matt was a Vice President of Institutional Business Development at Wasatch Global Investors. Earlier in his career, he was an investor on the Global Principal Investments team at Bank of America Merrill Lynch. He has also worked in institutional client servicing at PIMCO and in credit analysis at Citi. Matt earned a Master of Business Administration from the Wharton School with majors in Finance and Real Estate and a Bachelor of Science in Business from Brigham Young University (BYU). He is also a CFA charterholder. In his free time, Matt enjoys cycling, basketball, and skiing with his family.
Experience
- Director of Client Partnerships, Axiom Investors, 2021-Present
- Vice President, Institutional Business Development, Wasatch Global Investors, 2015-2021
- Associate, Global Principal Investments, Bank of America Merrill Lynch, 2014-2015
- Summer Associate, Bank of America Merrill Lynch, 2013
- Senior Account Associate, PIMCO, 2008-2012
- Credit Manager, CITI, 2006-2008
Education
- M.B.A., The Wharton School, University of Pennsylvania
- B.S., Business, Brigham Young University
