WE Family Offices
Matt Farrell, CAIA, serves as a Senior Investment Manager at WE Family Offices since April 2019, focusing on sourcing and implementing a diverse range of private investments for a multi-family office managing $14 billion. Previously, at Credit Suisse from August 2010 to March 2019, Matt held the role of Vice President, overseeing a portfolio of over 100 investment managers across various strategies, and conducting comprehensive due diligence on fund managers and their investments. Prior experience includes working in M&A and capital raising advisory at Howe Barnes Hoefer & Arnett, where Matt contributed to financial advisory for transactions exceeding $3 billion, and as a Financial Analyst at Mezrah Consulting, developing investment strategies for corporate clients. Matt holds an MBA from the University of North Carolina at Chapel Hill and a degree from North Carolina State University.
WE Family Offices
WE Family Offices provides decades of working with families in many different capacities and enables us to share the buying power, network, and best practices The removes actual conflicts of interests ales agendas, and our interests are aligned.