Matt has more than eight years of experience in the investment industry, managing investments for high net-worth individuals, trusts and corporations. He constructs portfolios using individual stocks, bonds, mutual funds and alternative investments. Matt serves on BKD Wealth Advisors’ Investment Committee, which determines the firm’s investment strategy.
Before joining BKD Wealth Advisors, Matt was a portfolio manager with a national investment firm where he managed portfolios for personal trust and employee benefit accounts.
Matt is a Chartered Financial Analyst® charterholder. The CFA® charter is obtained through the successful completion of a three-year program with studies in equity analysis, fixed income analysis, portfolio management, accounting, economics, derivatives and ethics. Matt received his Certified Public Accountant license in 2005 and received the Certified Financial Planner™ certification in 2007. He a member of the American Institute of Certified Public Accountants, Arkansas Society of Certified Public Accountants and CFA Society of Arkansas.
Matt is a 1998 graduate of Hendrix College, Conway, Arkansas, with a B.A. degree in economics and a 2000 graduate of University of Arkansas, Little Rock, with an MBA degree in finance.