Gerald Matzke

Gerald "Jered" Matzke, MBA, is an accomplished financial professional with extensive experience in investment strategy and financial planning. Currently serving as Senior Investment Strategist at Orion since August 2019, Matzke has held multiple roles including Advisor Growth Consultant and Team Lead. Prior to Orion, Matzke worked as a Financial Planner at First Westroads Bank from April 2015 to August 2019. Earlier career highlights include positions as Investment Analyst and Personal Banker at Bank of the West, and Personal Banker at U.S. Bank. Matzke's background also includes a significant internship with the United Football League, where responsibilities encompassed contract preparation and operations management. Matzke holds an MBA in Finance from Midland University and a Bachelor of Arts in Geography from the University of Nebraska-Lincoln.