Matt Haertzen
- Senior Lecturer, Finance
Contact
- (928) 523-3731
- McClelland Hall, Rm. 306
- Tucson, AZ 85721
- mhaertzen@arizona.edu
Biography
Matt Haertzen is a Lecturer of Finance. Prior to joining the Eller College he was a Senior Lecturer of Finance at Northern Arizona University and also the CEO of Four Peaks Wealth Management (FPWM).
Matt is a CFA Charterholder and his investing passion and career success both stem from extensive work experience in the investment community.
After graduating from the University of Minnesota with an MBA, Matt began his career with Ameriprise Financial, where he managed a staff of three analysts supporting the quantitative mutual fund product line. From there, he went on to work for the University of Minnesota Endowment, a $650 million fund where he was responsible for asset allocation and manager selection. Matt then joined a trust company in Washington, where he was responsible for managing $600 million in large capitalization stocks. After his time in Washington, Matt moved to Boise Idaho, where he managed a combined $1 billion in assets for the Idaho Endowment Fund, Judge’s Retirement System and the Idaho State Insurance Fund. In his last investment position before founding Four Peaks Wealth Management, Matt designed a global timber fund for Cogent Partners that traded publicly on the London AIM Exchange.
Matt’s wife teaches business classes at Pima Community College and his son is a CPA working in Denver. In Matt's free time, he enjoys golf, mountain biking, camping and fishing.
Degrees
- Graduate Certificate Applied Statistics
- Penn State World Campus, University Park, Pennsylvania, United States
- M.B.A. Finance and Strategic Management
- University of Minnesota, Carlson School of Management, Minneapolis, Minnesota, United States
- B.A. Business-Economics
- University of Minnesota-Morris, Morris, Minnesota, United States
Work Experience
- Cornerstone Portfolio Research (2022 - Ongoing)
- WT Asset Management (2018 - 2022)
- Four Peaks Wealth Management, LLC (2013 - 2017)
- Georgia Biofuels, LLC (2011 - 2017)
- Beyond Forestry, Ltd Cogent Partners (2009 - 2012)
- Northern Arizona University, Flagstaff, Arizona (2008 - 2017)
- Wyoming Lawyers (2008)
- Cogent Partners (2005 - 2013)
- Idaho Endowment Fund Investment Board (2003 - 2005)
- Washington Trust Bank (2001 - 2002)
- University of Minnesota, Minneapolis, Minnesota (1999 - 2001)
- Ameriprise (1994 - 1999)
Awards
- Most Inspiring Professor
- Chandler Professional MBA Program, Spring 2023
- Online MBA, Spring 2023
- Online Outstanding Faculty Award
- Eller BSBA, Spring 2023
- Outstanding Finance Instructor Award
- Eller College Dean's Council Student Choice Awards, Spring 2023
- Eller College Student Choice Award
- Undergraduate Dean's Council, Spring 2022 (Award Nominee)
- Online MBA Most Valuable Professor
- OMBA Program, Spring 2022
- Professional MBA Best Core Class Award
- PMBA Program, Spring 2022
- Professional MBA Most Inspirational Professor
- PMBA Program, Spring 2022
- Eller Faculty Student Choice Award Nominee
- Eller College Dean's Council, Fall 2021 (Award Nominee)
- Outstanding Faculty Award
- Eller Online Business Administration, Fall 2019
- Eller MBA Most Valuable Professor of the Year Award
- Eller MBA, Fall 2018
- Eller Excellence in Online Teaching
- Eller College of Management, Spring 2018
Licensure & Certification
- Chartered Financial Analyst, CFA Institute (1997)
- Certified Financial Planner, CFP Board (2020)
Interests
Research
Investments
Teaching
Investments
Courses
2024-25 Courses
-
Financial Management
FIN 510A (Spring 2025) -
Real Property Investmnts
FIN 560 (Spring 2025) -
Financial Management
FIN 510A (Fall 2024) -
Financial Management
FIN 510B (Fall 2024) -
Fundmntl Valuation Model
FIN 513 (Fall 2024) -
Independent Study
FIN 399 (Fall 2024) -
Independent Study
FIN 599 (Fall 2024) -
Real Estate Fin & Invest
FIN 460 (Fall 2024)
2023-24 Courses
-
Financial Management
FIN 510B (Summer I 2024) -
Financial Management
FIN 510A (Spring 2024) -
Real Property Investmnts
FIN 560 (Spring 2024) -
Financial Management
FIN 510A (Fall 2023) -
Financial Management
FIN 510B (Fall 2023) -
Fundmntl Valuation Model
FIN 513 (Fall 2023) -
Real Estate Fin & Invest
FIN 460 (Fall 2023)
2022-23 Courses
-
Financial Management
FIN 510B (Summer I 2023) -
Financial Management
FIN 510A (Spring 2023) -
Investments
FIN 421 (Spring 2023) -
Real Property Investmnts
FIN 560 (Spring 2023) -
Financial Management
FIN 510A (Fall 2022) -
Financial Management
FIN 510B (Fall 2022) -
Fundmntl Valuation Model
FIN 513 (Fall 2022) -
Real Estate Fin & Invest
FIN 460 (Fall 2022)
2021-22 Courses
-
Financial Management
FIN 510B (Summer I 2022) -
Small Business Finance
FIN 303 (Summer I 2022) -
Applied Investment Mngmt
FIN 423B (Spring 2022) -
Applied Investment Mngmt
FIN 523B (Spring 2022) -
Financial Management
FIN 510A (Spring 2022) -
Investments
FIN 421 (Spring 2022) -
More Tpcs In Busn+Ldrshp
BNAD 596B (Spring 2022) -
Applied Investment Mngmt
FIN 423A (Fall 2021) -
Applied Investment Mngmt
FIN 523A (Fall 2021) -
Financial Management
FIN 510A (Fall 2021) -
Financial Management
FIN 510B (Fall 2021) -
Real Estate Fin & Invest
FIN 460 (Fall 2021)
2020-21 Courses
-
Financial Management
FIN 510B (Summer I 2021) -
Real Estate Principles
FIN 304 (Summer I 2021) -
Small Business Finance
FIN 303 (Summer I 2021) -
Applied Investment Mngmt
FIN 423B (Spring 2021) -
Applied Investment Mngmt
FIN 523B (Spring 2021) -
Financial Management
FIN 510A (Spring 2021) -
Investments
FIN 421 (Spring 2021) -
More Tpcs In Busn+Ldrshp
BNAD 596B (Spring 2021) -
Applied Investment Mngmt
FIN 423A (Fall 2020) -
Applied Investment Mngmt
FIN 523A (Fall 2020) -
Financial Management
FIN 510A (Fall 2020) -
Financial Management
FIN 510B (Fall 2020) -
Real Estate Fin & Invest
FIN 460 (Fall 2020)
2019-20 Courses
-
Financial Management
FIN 510B (Summer I 2020) -
Real Estate Principles
FIN 304 (Summer I 2020) -
Small Business Finance
FIN 303 (Summer I 2020) -
Applied Investment Mngmt
FIN 423B (Spring 2020) -
Applied Investment Mngmt
FIN 523B (Spring 2020) -
Financial Management
FIN 510A (Spring 2020) -
Applied Investment Mngmt
FIN 423A (Fall 2019) -
Applied Investment Mngmt
FIN 523A (Fall 2019) -
Financial Management
FIN 510A (Fall 2019) -
Financial Management
FIN 510B (Fall 2019) -
Real Estate Fin & Invest
FIN 460 (Fall 2019)
2018-19 Courses
-
Financial Management
FIN 510B (Summer I 2019) -
Real Estate Fin & Invest
FIN 460 (Summer I 2019) -
Real Estate Principles
FIN 304 (Summer I 2019) -
Small Business Finance
FIN 303 (Summer I 2019) -
Applied Investment Mngmt
FIN 423B (Spring 2019) -
Applied Investment Mngmt
FIN 523B (Spring 2019) -
Financial Management
FIN 510A (Spring 2019) -
Honors Thesis
FIN 498H (Spring 2019) -
Applied Investment Mngmt
FIN 423A (Fall 2018) -
Applied Investment Mngmt
FIN 523A (Fall 2018) -
Financial Management
FIN 510A (Fall 2018) -
Honors Thesis
FIN 498H (Fall 2018) -
Real Estate Fin & Invest
FIN 460 (Fall 2018)
2017-18 Courses
-
Financial Management
FIN 510A (Summer I 2018) -
Financial Management
FIN 510B (Summer I 2018) -
Real Estate Fin & Invest
FIN 460 (Summer I 2018) -
Real Estate Principles
FIN 304 (Summer I 2018) -
Small Business Finance
FIN 303 (Summer I 2018) -
Applied Investment Mngmt
FIN 423B (Spring 2018) -
Applied Investment Mngmt
FIN 523B (Spring 2018) -
Financial Management
FIN 510B (Spring 2018)
2016-17 Courses
-
Real Estate Fin & Invest
FIN 460 (Summer I 2017) -
Real Estate Principles
FIN 304 (Summer I 2017) -
Small Business Finance
FIN 303 (Summer I 2017)
2015-16 Courses
-
Real Estate Fin & Invest
FIN 460 (Summer I 2016) -
Real Estate Principles
FIN 304 (Summer I 2016) -
Small Business Finance
FIN 303 (Summer I 2016) -
Real Estate Fin & Invest
FIN 460 (Spring 2016)
Scholarly Contributions
Journals/Publications
- Haertzen, M. (2013). An Investment Analysis of Honduran Teak Plantations. Case Research Journal.
- Haertzen, M. (2013). Investing - Challenging Times. Flagstaff Business News.
