Matthew Weinschenk, CFA

Questioner
DISC Type : c

Director of Research at Stansberry Research

Baltimore, Maryland, United States

Overview

Matt is the Director of Research for Stansberry Research and a CFA charterholder with a Masters degree from The Johns Hopkins University. His career began just before the 2008 financial crisis, shaping his conservative, quantitative approach to investing. Colleagues describe him as bright, open-minded, and quick on his feet.

Amidst a busy professional schedule, Matt consciously focuses on maintaining balance and expressing gratitude for his personal and professional life. He sees gratitude as a key component of navigating the hustle and bustle of a demanding career while appreciating the life he has built at home.

He learned about investing during the tumultuous 2008 global financial crisis, giving him firsthand experience in both good and bad markets from the very start.

Personality Overview

Price-Sensitive

Systematic

Cautious & Analytical

They prefer to do thorough analysis of any situation.  While they don't hesitate to ask questions, they are generally risk-averse and tend to be late adopters. They generally do not appreciate an overfriendly approach and prefer to stay to-the-point.

Topics They Care About

Precious Metals
He has recently focused on the surge in gold and mining stocks, viewing it as a major investment story driven by a global commodity shortage.
Quantitative Investing
He utilizes a quantitative approach, marrying fundamental research with an analysis of the factors that drive stocks, to find income-generating investments.
Investor Psychology
He writes about common investor mistakes, such as trying to pick a bottom in a falling stock, and explores the human decisions that drive markets.

Media Appearances

Matthew has no verified media appearances

Work History

9-2021
Director of Research at Stansberry Research
4-2013
Senior Analyst at Stansberry Research
8-2006 - 4-2013
Financial Research at Agora
4-2013
Senior Analyst at White Cap Research
1-2005 - 5-2005
Research Intern at U.S. Commercial Service

Education

2012 - 2013
Master of Science (M.S.) from The Johns Hopkins University
2000 - 2005
B.S. from University of Pittsburgh

More Information

Social Presence :

Prographics :

Exp : 19 Location : Baltimore, Maryland, United States Job Level : Mid-senior Designation : Director of Research at Stansberry Research
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Insights For Selling To Matthew

During A Call Or A Meeting

DO's

  • Keep some extra margin in hand as they will likely negotiate the pricing
  • Emphasise more on facts and measurable benefits
  • Emphasize on objective proof of ROI, help them do a thorough evaluation

DONT's

  • Don’t try to be too friendly or informal with them
  • Avoid rushing them, be polite and patient
  • Don’t overhype the product/pitch, keep it measured

When Cold Calling

When Writing An Email

While Negotiating & Closing

    The secret to closing fast with Matthew is

  • Confidence that the product provides ROI, effective pricing and process adherence matter the most to them.

  • Will you ever get a clear answer from Matthew

  • It doesn’t come naturally to them but they can say no if they are not convinced.

Insights For Deal Planning

    How fast (or slow) will Matthew move?

  • They can move at a reasonable pace while making their decisions if they have the necessary information.

  • Can Matthew take some risk or not?

  • They can take some risk if they are confident that they have analyzed the circumstances well.


You And Matthew

Personality Compatibility


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