Matt joins SIA after spending most of his 15+ years at Charles Schwab as a financial consultant in offices in both Southern California and New York City. As a Relationship Manager at SIA, Matt works collaboratively with financial advisors and clients to tailor and customize long­-term investment management solutions that complement their overall wealth management roadmap. His passion to be a financial champion for families is well ­aligned with SIA’s scale, access and culture.

Matt is a Southern California native and attended UC Irvine for his undergraduate education. He lives in Los Angeles with his wife and two children. Matt continues our tradition of integrity, world­ class investment management, and innovation.