Matthew Pappas

Matthew Pappas is an experienced financial professional and entrepreneur currently serving as an Advisory Board Member for Silicon Slopes and SOX Erosion Solutions. As CEO and Co-Founder of Cottonwood Wealth Strategies since March 2021, Matthew guides entrepreneurs and executives in their financial journeys through a specialized process called The Insight FORMula. Prior to this, Matthew was a Vice President and Investment Officer at Wells Fargo Advisors for over a decade, where responsibilities included co-managing client investment portfolios and collaborating on financial solutions. Matthew's earlier roles included Financial Advisor at Morgan Stanley and Marketing and Sales Associate at MP Real Estate LLC. Matthew holds a Bachelor of Science in Commerce, Finance and Economics from Santa Clara University.