VP, Trading and Research
Matthew joined WCG in August of 2010 and has served as the Vice President of Research and Trading since 2016. Matt’s primary role is the management of the firm’s investment department charged with preparing the research and due diligence required by the Investment Strategy Committee as well as executing on the decisions of the ISC. He sits on the firm’s Investment Strategy Committee and leads their weekly and monthly calls.
Prior to joining WCG, Matt worked for an independent RIA in Las Vegas where he served as a Relationship Manager.
Matthew is a graduate of Syracuse University where he received a Bachelor of Arts in International Relations with a concentration in International Security and Diplomacy and the Middle East. Matt has been working in finance since graduating in 2008. He holds the Series 7 through LPL Financial, the Series 66 through LPL Financial & WCG Wealth Advisors, and is a CFA® charterholder.
Matt loves all things macroeconomics and markets. When he’s not staring at stock charts or reading, he likes to stay active and travel. His outdoor interests include hiking, climbing, biking, and basketball.
Matt is a Registered Assistant with LPL Financial.