Meet Our Team

Matt O’Lone is a Portfolio Manager at Raffa Investment Advisers and serves as Relationship Manager and Lead Adviser for nonprofit organizations, associations, and other institutional clients. In this role, Matt is responsible for guiding clients through investment policy development, portfolio construction, implementation, and ongoing oversight within a fiduciary OCIO framework.

As Portfolio Manager, Matt works closely with boards, finance committees, and staff to help align investment strategy with organizational objectives, risk tolerance, and governance requirements. He is known for his analytical rigor, attention to detail, and steady judgment, providing clients with clear guidance and a high level of confidence in the investment process.

Matt brings nearly a decade of experience supporting institutional portfolios. Prior to joining Raffa, he worked at Cambridge Associates, LLC, where he contributed to investment data management and reporting for institutional clients. Since joining Raffa in 2022, Matt has focused on serving nonprofit and association clients, applying a disciplined and repeatable approach to portfolio oversight and client communication.

As an active member in the nonprofit and association community, Matt has participated as a panelist and event host for organizations including the Nonprofit Resource Hub, NoVa Association of Executives, and the Greater Washington Society of CPAs.

Matt holds a Bachelor of Science in Economics and Statistics from the University of Maryland and has earned the Certified Investment Management Analyst^SM designation. He is an investment adviser representative of Raffa Investment Advisers.