Matt is a Senior Investment Officer with nearly 20 years of investment experience, on both brokerage and fiduciary platforms, providing holistic investment advice to high-net-worth families. Matt has spent his career making meaning out of seemingly random information and making difficult concepts understandable. At prior firms, Matt has led a team of financial analysts, served as a firm leader in analyzing fund and manager performance and performed research on alternative investments. He has advised clients on their investment portfolios, including the tax consequences of those investments, and on achieving their financial goals by helping them better understand their own attitudes about money and risk. At Riverview, Matt advises individuals, trustees and nonprofits on investment strategy and portfolio design as part of a larger planning experience.
Matt is a graduate of the University of Oregon, where he majored in Economics. An avid sports fan, Matt lives in Clackamas with his wife, Courtney, and their two young children. Most of their time is spent with their nearby extended family making wonderful memories locally or at any coastal Airbnb that allows pets.
• B.A., University of Oregon (2004)
900 Washington Street, Suite 900
Vancouver, WA 98660