UPSTREAM Investment Partners, LLC
Matthew Hess has extensive experience in the financial services sector, currently serving as Executive Administrator at UPSTREAM Investment Partners, LLC since August 2018. Prior to this role, Matthew was a Financial Advisor at Merrill Lynch Wealth Management, a division of Bank of America Corporation, from May 2017 to August 2018. Earlier in the career, Matthew held the position of Vice President and Branch Manager at JPMorgan Chase & Co. from June 2011 to May 2017.
UPSTREAM Investment Partners, LLC
Upstream Investment Partners, LLC is a privately owned, nationwide company created to provide an independent environment with an open architecture of platforms and products without proprietary situations. With all of the turmoil surrounding the financial services industry, it is even more important to be affiliated with an organization that is financially sound and provides an open investment platform, free from any conflicts of interest. Our select group of financial advisors make decisions in the best interest of their clients without corporate pressure. Upstream Investment Partners uses Sigma Financial Corporation, a member of FINRA and SIPC and a nine time winner of Broker/Dealer of the year, from Investment Advisor Fax Poll, as their Broker / Dealer. Sigma Financial will provide many services for Upstream IP, including back office support, due diligence and compliance oversight.