Matt is Chief Operating Officer for Fiduciary Decisions. In this role, he is responsible for overseeing our Client Success and Technology areas.
Matt has been with Fiduciary Decisions (then Fiduciary Benchmarks) since its founding in 2008. Prior to Fiduciary Decisions, Matt worked in a number of capacities in the investment advisory business with both institutional and individual clients with a primary focus on investment search, selection, monitoring, asset allocation and policy construction.
Matt has a B.S. in Finance from Linfield University and is a CFA Charterholder.