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.
- International Relations BA, Syracuse University, 2008
- 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)
- CFA (Chartered Financial Analyst)
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 girlfriend and their 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