Professionally

Matt is a Portfolio Manager and Chief Investment Officer with over 25 years of experience in the investment industry. He is also a Senior Lecturer of Finance for the Eller College of Management at the University of Arizona. Matt is a CFA® Charterholder and a Certified Financial Planner™, which speaks not only to his understanding of investments but also to his focus on high professional and ethical standards. Throughout his career, Matt has acted as a fiduciary and has always put his clients’ best interests first.

Matt’s investing passion and career success can be seen in his extensive work experience in the investment community. After graduating from the University of Minnesota with an MBA, he began his career with Ameriprise Financial, where he managed a staff of analysts, supporting the quantitative mutual fund product line. From there, he went on to work for the University of Minnesota Endowment, a $650 million fund where he was responsible for asset allocation and manager selection. Matt then joined a trust company in Washington, where he was responsible for managing $600 million in large capitalization stocks. He transitioned to managing a combined $1 billion in assets for the Idaho Endowment Fund, Judge’s Retirement System, and the Idaho State Insurance Fund in Boise, Idaho. He also consulted for Cogent Partners where he designed a global timber fund that traded publicly on the London AIM Exchange.

Matt was able to leverage his institutional investment experience and transition to working with individuals, which he has found to be one of the most satisfying roles in his career. He built an investment advising business as a founding partner of Four Peaks Wealth Management in Flagstaff, Arizona for several years before ultimately selling the firm.

Personally

Matt and his wife have a son who is currently working in corporate tax in Denver, Colorado. In his free time, Matt enjoys golfing, fly-fishing, mountain biking, and hiking with his Brittany Spaniel, Rudy.

Purpose

With 25 years of experience in the investment and financial services industry, investment management is truly Matt’s passion. He is motivated by the idea that he is helping his clients achieve their goals every day. He is passionate about the Francis Financial approach of fee-only, fiduciary management that truly allows him to focus on finding the right investment solutions.