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.
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Recent episodes from Mike Saunders, MBA (see all)
- Interview with Jeremy Keil – CFP®, CFA Retirement-Focused Financial Planner with Keil Financial Partners - September 15, 2021
- Interview With Robert Syfert Co-Founder and Chief Visionary at RealEstateInvestor.com - September 14, 2021
- Episode #22-The 15 Minute Financial Feast Podcast-How Financial Professionals are Compensated-With Mark Triplett & Troy Westendorf - September 14, 2021