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:

www.FocusAssetMgmt.com

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• Recent Episodes

Mike Saunders, MBA

Mike Saunders is theAuthority Positioning Coach at Marketing Huddle, the author of Amazon Bestselling book Authority Selling™, Adjunct Marketing Professor at several Universities, contributor to The Huffington Post, and member of the Forbes Coaches Council – an invitation-only community for the World’s Most Influential Business Coaches.

Recent episodes from Mike Saunders, MBA (see all)

• Interview with Noëlle Fueter Author of The Animal Code - July 22, 2024
• Interview with Bradley Hamner Creator & Founder of BlueprintOS - July 17, 2024
• Interview with Jeff Altman President of Altman Advisory Group – Legacy Planning - July 17, 2024