Matthew Powers

Matthew Powers is a finance professional with extensive experience in client service and investment management. Currently serving as a Senior Client Service Specialist at Vise since May 2023, Matthew previously held roles at City National Rochdale from July 2018 to April 2023, including Team Manager and New Accounts Analyst. Prior experience includes being an Investment Specialist at Merrill Edge, where responsibilities involved providing client support and enhancing client relationships related to self-directed investment accounts. Matthew has also worked as an Analyst for Providence College's Student Managed Investment Fund, managing investments in various sectors, and completed an internship as a Non-Licensed Financial Advisor at LPL Financial. Educational credentials include a Bachelor's Degree in Finance from Providence College.