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:
Recent episodes from Mike Saunders, MBA (see all)
- Ep. #37 – Myriam Glez – Fmr. Olympic Athlete educating Pro-Athletes (what they spoke of) with Sivonnia DeBarros, Protector of Athletes - March 5, 2021
- Episode 86-Leverage Feminine Energy Marketing Strategies for online sales for your best year ever w/Ron Ben-Joseph & Hanna Hermanson - March 5, 2021
- Episode 114-Raghav Parkash’s Principles for High Performance-Building My Legacy with Lois Sonstegard - March 5, 2021