Matt is a Senior Wealth Advisor at Keel Point. He joined Keel Point as a member of the firm’s Investment Team in 2016 after working with the Corporate Development group at Regions Bank in Birmingham, AL. During his time on the Investment Team, Matt earned his CFA designation, and his responsibilities included investment research, portfolio construction and executing firm trades. He was also involved in client meetings to aide in explaining complex investment topics. It was this experience that led to his passion for educating clients and working to find ways to help clients reach their goals. In 2019, Matt transitioned to the Chattanooga office in his current role as a Senior Wealth Advisor.
Matt graduated from Clemson University with a degree in Economics and received a Masters in Finance from the University of Alabama. He is also a CFA charterholder. His hobbies include reading, exercising and playing with his kids. Matt lives in Chattanooga with his wife Amanda and their two young children, Bennett and Reagan.