Princeton Global Welcomes Mike Marsh and Matt Gelfand

Princeton, NJ – December 10, 2024 – Princeton Global, an investment advisory firm headquartered in Princeton, New Jersey, is proud to announce the launch of Princeton Global Nonprofit Investment Services, a new division dedicated to serving nonprofit organizations. The division will be led by Managing Directors Michael R. Marsh (Mike) and Matthew Gelfand (Matt), who bring decades of expertise in nonprofit and institutional investment management.

“Mike and Matt are exceptional additions to the Princeton Global team as we continue building our array of advisory services,” said Brett Shaver, President of Princeton Global. “Their deep understanding of the nonprofit community’s investment needs perfectly complements our multi-family office planning and investment capabilities.”

Mike Marsh, who will serve as National Managing Director of Nonprofit Investment Services, exemplifies Princeton Global’s fiduciary commitment to fostering client trust and confidence. Mike began the first 15 years of his career working in nonprofit institutions at all professional levels worldwide, giving him invaluable insight into their unique challenges. Drawing on this experience, he now crafts customized investment strategies that align with nonprofits’ missions and goals.

“Our objective is to become the preferred outsourced chief investment officer (OCIO) for the nonprofit (tax-exempt) community,” said Marsh. “At Princeton Global, I am committed to helping nonprofits achieve their financial goals while staying focused on their core missions.”

Matt Gelfand, Managing Director and Global Strategist, brings over 30 years of institutional investment expertise to Princeton Global. Formerly a Managing Director at Rockefeller & Co., Matt managed over $2 billion in assets for nonprofit organizations and high-net-worth families. An economist and thought leader, Matt began his career at the Federal Reserve Board and has contributed to prominent publications such as The Wall Street Journal and The New York Times.

“I take pride in delivering insightful and strategic advice to clients,” said Gelfand. “At Princeton Global, our mission is to provide a seamless investment experience for institutional clients while maintaining a focus on achieving their long-term goals.”

Mike and Matt will lead their efforts in greater Washington, D.C.. Their diverse experiences and steadfast dedication further enrich Princeton Global’s commitment to exceptional client service.

For more information about Princeton Global and our team, visit www.princetonglobal.com.