Matthew Swanson

Matthew Swanson is an experienced professional in reporting systems and client success within the finance and technology sectors. Currently serving as the Reporting Systems Lead at Caprock since October 2021, Matthew oversees the reporting team to enhance efficiency and scalability in client services. At Addepar, Matthew has held roles as a Senior Client Success Analyst and Solutions Architect since June 2017, focusing on software solutions and client onboarding. Prior experiences include an internship at Allegis Investment Advisors and roles at BYU Continuing Education and BYU Independent Study, where Matthew utilized skills in accounting, marketing communications, and tutoring. Matthew holds a degree from Brigham Young University, earned between 2011 and 2017.