Matt Thornett is a Senior Family Wealth Director at Keel Point. He has developed unique financial and management expertise that enables him to oversee family office clients’ investment strategies and technical estate and tax. Matt partners closely with Keel Point’s Family Office Team to deliver proactive advice to clients. Matt interacts with select professional advisors, including attorneys, CPAs, bankers, and life insurance advisors to implement strategies, special projects, real estate and private equity due diligence reviews, and unique asset purchases and sales for our family office clients.
In addition, Matt works closely with clients to develop family investment policy statements to work towards meeting each client’s unique goals and objectives and then interacts with Keel Point’s Portfolio Management Team to implement the portfolio strategies.
Over Matt’s 15 years of experience with Keel Point, he has also served as Keel Point’s Chief Financial Officer, Family Office Relationship Manager, and member of the Investment Committee. Matt began his career in public accounting with Arthur Andersen LLP in McLean, Virginia. Prior to leaving Arthur Andersen as an Audit Manager, Matt serviced public and private companies in the technology and financial services industries, advising clients on structuring debt and equity transactions, initial public offerings and business combinations. Matt graduated from James Madison University with a Bachelor of Business Administration degree in Accounting.