Matt has spent over 30 years on Wall Street working in the securities and asset management business in various sales, trading and executive roles. Matt has considerable global investment management experience having lived and worked in the financial district of London and has done business in over 45 countries.
Prior to forming SWM Advisors and assuming his role as Private Client Advisor for SWM’s high net-worth clients, he was Managing Director and head of Bank of America’s $40 billion investment management division for Europe, Middle East, Latin America, and Asia where he worked with some of the world’s largest multi-national corporations, sovereign wealth funds and foreign central banks. Matt earned his B.A. and M.B.A. in finance from Florida State University.
When not working, Matt enjoys spending time with his wife Valerie, boating, going to concerts, watching college football, and listening to all types of music. Matt also trains in the martial arts, plays several instruments, and loves spending time with any dog or cat he meets – including the family cat, McGoo.
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