Matthew A. Ankrum

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56 year

Finance

Consumer Services

Technology Services

Profile

Mr. Matthew A. Ankrum, CFA MBA, is a Chief Investment Officer & Portfolio Manager at Route 20 Private Wealth, Inc., a Managing Partner & Portfolio Manager at Ankrum Advisory LLC and a Member at CFA Institute.
He stands out as a beacon in the financial and corporate world, with a career that spans more than three decades marked by significant achievements in investment management, corporate leadership, and strategic advisement.
Mr. Ankrum's career took flight at William Blair & Company, where he sharpened his analytical skills in corporate finance, laying the groundwork for his deep understanding of financial markets.
His tenure at Janus Capital Group and Lateef Investment Management showcased his prowess in investment management, where he managed a $5.5 billion AUM concentrated portfolio, significantly contributing to the firms’ growth.
Beyond his financial expertise, he has demonstrated remarkable entrepreneurial and leadership abilities.
As CEO of Plasticity Management Services, he led global expansion efforts and, through his co-founding of BodeTree and BT Ventures, he innovated the franchising model.
His strategic role at Apollo Education Group further highlights his capability to lead and implement significant organizational changes.
As Managing Partner of a4aPartners, he has advised institutional clients on equity investments and managed significant funds, showcasing his versatility and deep understanding of technology-driven businesses.
He is a top graduate at the University of Wisconsin (Bachelor of Business Administration in Finance) and earned his MBA with honors from the University of Chicago.

Matthew A. Ankrum active positions

Companies	Position	Start
CFA Institute CFA Institute Miscellaneous Commercial ServicesCommercial Services Operates as an association of investment professionals	Corporate Officer/Principal	-

All active positions of Matthew A. Ankrum

Former positions of Matthew A. Ankrum

Companies	Position	End
BodeTree LLC BodeTree LLC Packaged SoftwareTechnology Services Develops financial management software for small businesses	Founder	2019-09-30
ARCADIA BIOSCIENCES, INC.	Director/Board Member	2016-07-08
Tran Capital Management LP Tran Capital Management LP Investment ManagersFinance TCM offers discretionary investment management and investment advisory services for domestic equity. The firm follows an investment philosophy, rooted in the belief that earnings growth ultimately drives stock valuations as compounding occurs over time. Their goal is to generate exceptional returns for a select group of clients, not to amass an excessive amount of assets under management that would undermine the firm's ability to perform.	Portfolio Manager-Equities	2008-04-29
Janus Henderson Investors US LLC Janus Henderson Investors US LLC Investment ManagersFinance JHIUS offers US equity, global and international equity, fixed income, asset allocation and alternative investment strategies, including long-short portfolios. For their fundamental investment strategies, the firm seeks to add value versus benchmarks by actively pursuing alpha generation through their own intensive fundamental research. They utilize two complementary processes: a top-down macro analysis and a bottom-up risk/reward analysis.	Analyst-Equity	2007-02-27
William Blair Capital Management LLC William Blair Capital Management LLC Investment ManagersFinance William Blair Capital Management is a growth manager that offers separately managed accounts to private clients and institutional investors. The firm's investment approach emphasizes thorough, fundamental research which often includes interviewing management, suppliers, competitors, customers and former employees. They often use research from William Blair & Co.'s sell-side analysts. Though not limited by sector, William Blair Capital Management tends to invest in the stocks of companies in the finance, technology services, healthcare technology, electronic technology and producer manufacturing sectors. The firm invests globally across all market-caps. William Blair Capital Management maintains a low turnover rate.	Analyst-Fixed Income	1995-12-30

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Private companies	9
William Blair Capital Management LLC William Blair Capital Management LLC Investment ManagersFinance William Blair Capital Management is a growth manager that offers separately managed accounts to private clients and institutional investors. The firm's investment approach emphasizes thorough, fundamental research which often includes interviewing management, suppliers, competitors, customers and former employees. They often use research from William Blair & Co.'s sell-side analysts. Though not limited by sector, William Blair Capital Management tends to invest in the stocks of companies in the finance, technology services, healthcare technology, electronic technology and producer manufacturing sectors. The firm invests globally across all market-caps. William Blair Capital Management maintains a low turnover rate.	Finance
Janus Henderson Investors US LLC Janus Henderson Investors US LLC Investment ManagersFinance JHIUS offers US equity, global and international equity, fixed income, asset allocation and alternative investment strategies, including long-short portfolios. For their fundamental investment strategies, the firm seeks to add value versus benchmarks by actively pursuing alpha generation through their own intensive fundamental research. They utilize two complementary processes: a top-down macro analysis and a bottom-up risk/reward analysis.	Finance
Tran Capital Management LP Tran Capital Management LP Investment ManagersFinance TCM offers discretionary investment management and investment advisory services for domestic equity. The firm follows an investment philosophy, rooted in the belief that earnings growth ultimately drives stock valuations as compounding occurs over time. Their goal is to generate exceptional returns for a select group of clients, not to amass an excessive amount of assets under management that would undermine the firm's ability to perform.	Finance
BodeTree LLC BodeTree LLC Packaged SoftwareTechnology Services Develops financial management software for small businesses	Technology Services
40/86 Advisors, Inc. 40/86 Advisors, Inc. Investment ManagersFinance 40/86 primarily invests client’s assets in multiple classes of fixed income securities and investments. The firm builds each portfolio from the bottom-up by selecting undervalued securities through proprietary, independent research. They place an emphasis on relative value, looking for opportunities where the market price of a security does not appropriately reflect its intrinsic value. The objective is to invest in those securities that the firm believes are undervalued and then sell them when they become fully valued in the market. 40/86 also perform a top-down asset allocation and performance attribution analysis. The firm’s portfolio managers have decision-making authority over investment decisions.	Finance
The University of Chicago The University of Chicago Other Consumer ServicesConsumer Services Functions as a College/University	Consumer Services
University of Wisconsin University of Wisconsin Other Consumer ServicesConsumer Services Functions as a College/University	Consumer Services
Arcadia Biosciences, Inc. Arcadia Biosciences, Inc. Chemicals: AgriculturalProcess Industries Develops agriculture based technologies	Process Industries
CFA Institute CFA Institute Miscellaneous Commercial ServicesCommercial Services Operates as an association of investment professionals	Commercial Services