Matthew Watson, '07, B.S.B., Finance and Accounting; '08, M.Acc., Accountancy

September 8, 2025

Portfolio Manager
James Investment Research, Inc.

“I am grateful for the outstanding finance education I received at Wright State University.  That foundation helped prepare me for my current position as a Portfolio Manager.  I would encourage finance students to take advantage of the CFA review courses that are sponsored by the finance department.  Because of those courses, I was able to pass Level 1 of the CFA exam on my first attempt.  In the “WSU Real Money Course” I was able to learn from finance professionals that were actively managing money for clients.  I have fond memories of the