Matt Gotlin

Matt Gotlin

Wealth Advisory Managing Director


BDO Columbia Office



Executive Summary

Matt is a Managing Director with BDO Wealth Advisors in the BDO Maryland office. He is responsible for managing client portfolios to meet the customized goals and objectives of high net worth clients. Matt is focused on optimizing the investment process through his analytical background. He has more than 23 years of experience in the investment area.

Prior to joining BDO, Matt was a Partner and Director of Research at Biegel Waller, LLC. He focused on identifying investment opportunities with attractive risk-adjusted return characteristics. Matt possesses a depth of knowledge, experience, and dedication to the investment research process.

Matt’s extensive research background includes founding March Capital, a private equity firm; conducting equity and fixed income research as a Senior Analyst at Chesapeake Partners, an event-driven hedge fund; and focusing on healthcare as an investment banking analyst at PaineWebber.

Professional Affiliations

CFA Charterholder


M.B.A., The Wharton School at the University of Pennsylvania
B.A., Duke University

Community Involvement

Duke University, Alumni Admissions Interviewer
Kennedy Krieger Institute, Board Member
PACT, Board Member