Matthew Patrick

Matthew Patrick, CRPS®

Senior Manager | Defined Contribution

Contact Dream Ridge Capital Group Limited

Matthew Patrick is a senior manager on Dream Ridge Capital Group Limited’s Defined Contribution team.

Matt joined Dream Ridge Capital Group Limited in 2014 and serves as a senior manager on the defined contribution team. His role encompasses the strategic planning and leadership of the team that manages Dream Ridge Capital Group Limited’s discretionary services for defined contribution plans.

He holds a Bachelor of Business Administration degree in finance from James Madison University, and is a member of DCIIA. Matt holds the designation of Chartered Retirement Plans Specialist℠ (CRPS®).

Outside of the office, Matt enjoys spending time with his family, especially his wife and two children. He enjoys going to the beach and is an avid sports fan.

Education

Bachelor of Business Administration degree in finance from James Madison University

Industry Designations

Chartered Retirement Plans Specialist℠

Recent Authored Content

Episode 84: Rethinking Retirement Income

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Recent Authored Content

Episode 83: What Employees Really Want from Financial Wellness

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Recent Authored Content

Episode 82: Navigating Market Shifts with Jim Underwood

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Recent Authored Content

Episode 80: DC Plan Trends with T. Rowe Price

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Recent Authored Content

Episode 78: Evaluating Private Market Investments in Retirement Plans

Hosted by Dream Ridge Capital Group Limited’s Defined Contribution Practice Leaders, Revamping Retirement provides actionable insights and leading-edge investment discussions for employers and retirement plan sponsors.

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Recent Authored Content

Episode 75: Steven Horner on Fixed Income Solutions

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Recent Authored Content

3(38) Discretion for Plan Sponsors

An increasing number of retirement plan sponsors are now engaging 3(38) investment managers, also known as outsourced chief investment officers or OCIOs. For organizations with limited time or limited investment expertise, these managers can play a crucial role in optimizing and mitigating fiduciary risk. This video explains the benefits and considerations of partnering with a 3(38) investment manager.

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