Partner
Senior Financial Advisor
CFA®, CMT, CFP®
As a Partner and Senior Financial Advisor at Blue Chip Partners, Matt is a holder of the right to use both the Chartered Financial Analyst® (CFA®) and Chartered Market Technician® (CMT®) designations.
He is also a CERTIFIED FINANCIAL PLANNER™ professional.
Matt joined Blue Chip Partners in 2016. Matt began his career in 2010 as a Junior Research Analyst at a boutique money management firm. He quickly advanced to being an Investment Strategist, helping to manage the firm’s five portfolio strategies. Matt also spent time at the nationally recognized valuation firm of Stout Advisory before realizing his true passion was the investment industry.
Matt graduated with a B.A. in Finance with a specialization in Environment Studies in 2009 from Michigan State University. He is a member of both the CFA Institute and the Market Technicians Association. Matt also serves as a board member for the CFA Society of Detroit.
Matt enjoys his Crossfit classes and getting outdoors to golf and run, along with spending quality time with his wife Jessie, son Jack, and daughter Maya.
Going on summer vacations with my family. In particular, I enjoyed road trips. I think I used to pack my bag weeks in advance! I was a planner at an early age!
A sand wedge with golf balls (to work on my bunker shots), music, and sunscreen.
To stop and remember that things that you may take for granted are brand new and interesting experiences to your kids, and to enjoy the small moments where they learn about the world.
Individual views and opinions expressed in the podcast, article, or other media included herein may not necessarily reflect the views and opinions of Blue Chip Partners, LLC. This material has been prepared for informational purposes only and is not intended to provide and should not be relied on for individualized financial, tax, legal or accounting advice. You should consult your own professional financial, tax, legal, accounting, or equivalent advisers prior to making any investment decision. All investments involve a degree of risk, including the risk of loss. Past performance is not indicative of future results.
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