Matt A. Thompson

Matt has over three decades of industry experience including financial planning, portfolio management, research, reporting, fiduciary, customer service, and operations for trust and brokerage departments. He is skilled at managing numerous ultra-high net worth clients while providing an exceptional client experience.

As an Investment Advisor at Sendero®, Matt partners with families to help them navigate the complexities that come with wealth. He works closely with clients to identify their personal and financial goals. Matt develops strategically tailored solutions to help clients navigate an ever-evolving financial landscape.

Matt joined Sendero® in 2024, bringing with him the ability to analyze data and provide actionable insights for client portfolios. He strives for the highest level of customer service and is dedicated to helping clients reach their goals.

Experience & History