Matthew brings 16 years of experience serving high-net-worth clients to his role as Wealth Management Advisor and Relationship Manager.
Currently, Matthew specializes in advising high-net-worth individuals and families to craft customized plans in the areas of investment management and wealth advisory and trust planning. He is part of the team that collaborates with families to help preserve, protect and grow their wealth to focus on family, business and philanthropic priorities.
Matthew also works as a relationship manager and is responsible for the efficient administration of trust and investment management accounts for our high-net-worth clients. He provides expert advice and counsel to our clients and administers accounts in a manner that ensures compliance with legal requirements and business policies and procedures.
Prior to joining First American Trust in 2017, Matthew worked for Fidelity Investments and JP Morgan Chase in wealth management. He also has 5 years of experience in real estate services. He worked with high net worth clients to envision their dreams, set goals and work towards achieving financial independence with a tailored plan. His experience in financial planning includes a broad knowledge of asset allocation and risk management, tax efficiency, retirement planning, income protection, and estate planning.
Matthew studied economics at UCSD and went on to get his CPWA® (Certified Private Wealth Advisor®) from the University of Chicago Booth, CIMA® (Certified Investment Management Analyst®) from MIT Sloan Business School. He holds a ChFC® (Chartered Financial Consultant®) and an AEP® (Accredited Estate Planning®) designation and has held Series 7,9,10, and 66 securities industry designations.
Matthew currently lives just outside of Nashville, Tennessee with his wife and two small children.