Matt Rowe, CIMA®

Manage modern wealth management practice, serving high net worth and ultra high net worth market

Oversee all client communications

Prepare and present complex financial plans

Portfolio construction utilizing modern portfolio theory and behavioral finance

Investment manager selection and oversight

Engage with and educate future generations to ensure cotinuity of service and legacy

Build and maintain strong network of trusted professionals and high net worth prospects

Founded local wealth management practice

Grew AUM to $250 million

Built impressive network of local trusted professionals

Oversaw financial planning and investment process

Key relationship manager for all major clients

Expanded Austin, TX based wealth management company into Santa Barbara market

Developed new business with a focus on complex life insurance and estate planning

Worked with team of professionals, overseeing $1 billion AUM

Serviced third party solicitor firms, including CPA's and insurance professionals

Obtained securities licenses, including Series 7, 63 and 65

Obtained Certified Investment Management Analyst (CIMA®) designation

Built wealth management practice focused on mass affluent market

Completed Articles of Clerkship under the supervision of a law firm Partner

Admitted to the Supreme Court of Victoria, Australia as a Barrister and Solicitor

Worked in the litigation department of Australia's most prominent eminent domain law firm