Senior Portfolio Administrator
With Apriem Since 2019
Responsibilities: On the daily you might find Matt creating investment policies and implementation plans for clients, executing trades, rebalancing, and conducting investment research.
Expertise: An excel addict who knows how to balance objectivity and subjectivity when concerning investment research.
Finds Balance: Enjoys hikes with a view, escape rooms, Netflix, and listening to podcasts.
Makes a great roommate because: He won’t eat cereal with a spatula and he likes organization.
Fun Fact: Matt loves cooking and baking sweet and savory foods.