VP, Relationship Manager
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.