- Investment Advisor
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
- Investment Advisor, Sendero®
- Regional Portfolio Manager, Senior VP, Frost Investment Services
- Regional Portfolio Manager, VP, Frost Investment Services
- Senior Portfolio Manager, VP, Frost Investment Advisors
- Operations Manager, Frost Investment Advisors
- Portfolio Manager II, VP, US Trust
- Portfolio Manager II, VP, US Trust, Bank of America Private Wealth Management
- Investment Advisor, First Dallas Securities/Hodges Capital Management
- Brokerage Representative, Fidelity Investments
- Sales Account Manager, Vallen Corporation
- Bachelor of Business Administration – Marketing, Texas Tech University
- Certificate in Financial Planning, Southern Methodist University
- Series 65 license