See it, Be it Role Model

Jacqueline Ko Matthews

Co-founder and CEO InvestmentPOD Washington, D.C.

Jacqueline Ko Matthews has come full circle. Throughout a career that took her from investment banker to ultra-high-net-worth portfolio manager to a quant hedge fund manager to now co-founder and CEO of investment platform Investment POD, she has benefited from a series of mentors that included former Treasury secretary Robert Rubin and Sen. Mark Warner, D-Va.

But it was the late senator, Daniel Inouye, D-Hawaii, for whom she interned while in high school, who told her, “You can be anything that you want. Don’t ever think because you’re a woman or an Asian that you can’t reach for those dreams.”

Another guiding message from her mentors, she said, was, “Be the change,” which influenced her decision to make more sophisticated portfolio management available to more investors.

“I felt it was important that what I did for UHNW clients [I could] do for the mass affluent. I always felt there was a big piece missing for them,” Ms. Matthews said.

To that end, Investment POD provides access to a wide breadth of asset and strategy diversification that allows advisers to scale and personalize clients’ portfolios at the same time, without multiple layers of fees.

“This is my opportunity to make a positive impact in the world,” she said.

— Deborah Nason

Lifetime Achievement

Rising Stars

See it, Be it Role Models

Outstanding Practices

Diversity Champions


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