Matt joined Capital Insight Partners in 2024. In his role as portfolio manager, Matt is active in the trading responsibilities and management of clients’ portfolios. He shares in the investment operation duties of the firm, and is also an active participant on the Investment Team.

Matt was born and raised in Denver, Colorado where he received his Bachelor’s Degree in Finance at the University of Colorado Boulder. He holds the Wealth Management SpecialistSM (WMS) designation. Prior to Capital Insight Partners he worked for Stratos Wealth Partners as well as The Vanguard Group in which he worked closely with high net worth clients and large asset transfers. Through his prior experience at The Vanguard Group he gained valuable experience within Investment management. In his free time, Matt enjoys spending time golfing, cooking, and watching sports with friends.