Matt began his career in the financial service industry in 2010 as a Junior Research Analyst at a boutique money management firm. In short order, he worked his way up to Investment Strategist, helping to manage assets across five portfolio strategies. His passion for the industry has earned him the right to use the Chartered Financial Analyst (CFA), Certified Financial Planner™ (CFP®), and Chartered Market Technician (CMT®) designations. Matt is driven by building sound relationships with clients
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 enjoys getting outdoors to golf and hike, along with spending quality time with family and friends.
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
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.