Academic Advisory Board

Harry M. Markowitz, Ph.D.

1990 The Nobel Prize in Economics, Modern Portfolio Theory
1989 Von Neumann Award, Operations Research Society of America
Principal, Harry Markowitz Company
Adjunct professor, Rady School of Management, UCSD
Ph.D., Economics, University of Chicago
M.A., Economics, University of Chicago
Ph.B., Liberal Arts, University of Chicago

Harry Markowitz received the Nobel Prize for Economics in 1990 for his contributions to financial economics. Markowitz developed the foundations of Modern Portfolio Theory in the 1950s, which demonstrates how an investment portfolio can be engineered to maximize return for any given level of risk. This work included the Markowitz Efficient Frontier which allows individual investors to understand how a portfolio’s expected returns vary with the amount of risk taken for a given combination of asset classes.

In 1989, Dr. Markowitz was awarded the John Von Neumann Theory Prize in Operations Research Theory from the Operations Research Society of America and Institute for Operations Research and Management Sciences (‘INFORMS’) for contributions in portfolio theory, sparse matrix methods, and simulation language programming.

Markowitz has taught economics at Baruch College at the City University of New York, from 1982 until 1993, where he is now Distinguished Professor Emeritus. He now engages as an Adjunct Professor at the Rady School of Management at the University of California, San Diego; as well as Principle of Harry Markowitz Company.

Since its inception, the Matson Method of portfolio construction has been based on strong academic investing principles, enabling us to provide advisors and investors alike an investing methodology that aligns to their long-term financial goals and sensitive to their risk tolerance. Undoubtedly, essential to these principles is Markowitz’s Modern Portfolio Theory, which we assert will continue to still work for generations to come to have peace of mind around their money.

We are pleased to have Mr. Markowitz as a member of our Academic Advisory Board.