“”I love solving problems; from understanding and trying to forecast the ever changing macroeconomic landscape to collaborating with our advisors to design portfolios, the constant challenge keeps me striving to continually learn and improve.

Having started his career in the depths of the 2007/2008 financial crisis, Matt is acutely aware of the need for sound portfolio construction and risk management and is dedicated to delivering on those objectives. While Matt can often be found theorizing about various macroeconomic scenarios, he ultimately seeks to create portfolios that are resilient regardless of what the future may have in store. 

Finance is all too often shrouded in jargon creating needless complexity. Matt is also here to help demystify all things macroeconomics and investing.

Matt is thrilled to have found a new home with professionals that share his drive to educate and serve clients.
 

Education
  • International Relations BA, Syracuse University, 2008
Experience
  • 2023 - Present, Senior Portfolio Manager, Austin Wealth Management
  • 2021 - 2023, Portfolio Manager, Austin Wealth Management
  • 2017 - 2021, Director, Research & Trading, The Wealth Consulting Group
  • 2010 - 2016, Associate, Research & Trading, The Wealth Consulting Group
  • 2008 - 2009, Relationship Manager, United Capital Financial Advisers (now Goldman Sachs Personal Financial Management)
Professional Designations
  • CFA (Chartered Financial Analyst)
Background

Matt joined Austin Wealth Management in 2021 from The Wealth Consulting Group, an independent RIA based in Las Vegas, where he served as Director of Research & Trading. During his time there, he was charged with building and eventually leading the firm’s investment department. 

Matt started his professional career in 2008 as a relationship manager for United Capital Financial Advisers of Las Vegas where he was fortunate to learn the importance of planning early. As a relationship manager, he was responsible for managing the development, delivery, and implementation of a client’s financial plan and asset allocation strategy. 

Matt was born in Rochester, NY but was raised and spent most of his life in Las Vegas, NV. Having sufficiently forgotten the harsh winters of his early childhood, Matt ventured back to the Northeast to attend Syracuse University where he majored in international relations. Matt discovered his passion for investing during his junior year of college and never looked back. While his degree serves him well particularly with the seemingly rising influence of geopolitics in markets, his knowledge in the world of finance and economics has all come from rigorous self-study including completion of the CFA curriculum. Matt, at his core, is a student of the markets and history.

Matt currently resides in Lexington, KY with his wife, their new baby girl, and two dogs. Over the years, he’s learned that maintaining balance in life and away from the screens only benefits his craft. To that end, he loves spending time with family, traveling, and being outdoors. 

Interesting facts about Matt:

  • Favorite Book: Reminiscences of a Stock Operator
  • Favorite Blog: Epsilon Theory 
  • Favorite Podcasts: Hidden Forces,  The Grant Williams Podcast
  • Favorite Teams: Buffalo Bills, Syracuse Orange, Vegas Golden Knights

Videos by Matthew Pierce, CFA
Mutual Funds v. ETFs
Active v. Passive Investing
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Blog Posts by Matthew Pierce, CFA
A Case of Bad Breadth

Through much of the year, strong year-to-date gains have been touted, and even despite a near 10% selloff since July, the S&P 500 remains up over 8.5% year to date. However, that strength has come from an ever narrowing list…Read More

Broken Bonds

If we’re only ever looking back we will drive ourselves insane As the friendship goes resentment grows We will walk our different ways But those are the days that bind us together, forever And those little things define us forever,…Read More

What the fungible?! An NFT Exploration.

The total value of all crypto assets is over $2.2 trillion as of December 2021. Bitcoin and Ethereum make up about three quarters of that. Today’s topic, NFTs, are worth over $27 billion and growing fast! Although crypto markets may be…Read More

A Better Way to Manage Your 401(k) Account

This month, we added a new technology platform, called FeeX, to help us better manage our clients’ employer-sponsored 401(k) accounts and other outside assets. In the coming weeks, we will begin migrating clients to this new platform. If you currently…Read More

Investing for the Unknowable

By Matthew Pierce, CFA Yogi was right, and it’s particularly difficult when it’s your hard earned money on the line! Uncertainty never goes away, it just changes shape. It is the water we swim in as investors, so we should…Read More

View All Blog Posts by Matthew Pierce, CFA