Prior to forming Focus Asset Management, Matthew was an advisor with Fisher Investments where he was responsible for managing approximately $150 million in assets, where he signed $35 million in new client assets in 2018, Ranked in the Top 1% for new client on-boarding and retention for Fiscal Year 2018 and constantly lead his team in client satisfaction.
Matthew also previously worked at Merrill Lynch, Pierce Fenner & Smith where he advised affluent individuals and families.
Matthew attended Syracuse University for undergraduate, and Harvard University for graduate work, and obtained a Professional Certificate in Financial Markets from Yale University.
Matthew has 12+ years of professional experience, and 10 years of investment advisory and consulting experience.
Contact Mathew Unger:
Mike Saunders, MBA
Recent episodes from Mike Saunders, MBA (see all)
- The Inspired Impact Podcast with Judy Carlson-Interview with Stephanie Piko, Mayor of the City of Centennial, Colorado - November 20, 2024
- Interview with Ron Roberts Founder and CEO of Roberts Retirement Group Discussing Social Security Planning for Retirement - November 20, 2024
- Interview with Ron Roberts Founder and CEO of Roberts Retirement Group Discussing Longevity Planning for Retirement - November 18, 2024