Matt is a Portfolio Analyst at Parcion Private Wealth assisting in investment research and the management of client portfolios. With almost ten years of experience in investments, Matt utilizes his skills to provide comprehensive portfolio management that meets clients’ needs and helps multi-generational families achieve their personal and financial goals.
Prior to joining Parcion, Matt was with the City of London Investment Management Company as a Research Analyst and Desk Assistant. Earlier in his career, he spent time with Legacy Planning Partners in Pennsylvania as a Financial Planning Intern.
Matt’s experience and accomplishments also include:
- Finance and Economics Double Major at West Chester University of Pennsylvania
- CFA® Level III Candidate
Originally from Kennett Square, PA, Matt made his way to Redmond, WA with his fiancé and two dogs in 2018. When he is not working, he enjoys traditional golf, disc golf, tennis, camping, and hiking. Since being in Washington, he has also been a volunteer with Serve Our Dog Areas (S.O.D.A) at Marymoor Park.