Senior Portfolio Manager
- High-net worth individuals
- Corporate retirement plans
Since 2004, Matt has worked on the sell side of the financial services industry with a focus on investment analytics. As a member of the Aldrich Wealth Investment Committee, Matt oversees investments for both retirement plans and high net worth individuals. He is also responsible for monitoring broad economic data and identifying new investment opportunities. Matt also has experience sourcing alternative investment opportunities across the firm’s ultra high net worth and institutional clientele.
Matt graduated with a Bachelor of Arts degree in economics and a minor in business administration from the University of Oregon.