Senior Financial Advisor
As a 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.
Describe one thing you loved to do growing up.
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!
If you were stranded on a desert island, what three items would you want?
A sand wedge with golf balls (to work on my bunker shots), music, and sunscreen.
What is the biggest lesson you learned from a client?
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.