As a director of client advisory, Matt works with Crestone clients on a variety of customized and integrated wealth management strategies, including asset allocation and analysis, concentrated position management, portfolio planning and implementation, wealth preservation and transfer planning, and overall financial analysis.
Prior to joining Crestone, Matt was an engineer for Halliburton Energy Services, where he supported clients on well completions in Colorado, Texas, and North Dakota.
Matt received his Master of Business Administration, with a concentration in finance, and his Bachelor of Science in mechanical engineering from the University of Colorado Boulder.
What do you love to do outside of work?
I love all the typical Colorado activities, including skiing, hiking, and mountain biking, and particularly enjoy a cold Colorado craft beer afterwards! I am also a huge sports fan. Growing up in Colorado, I love the Broncos, Nuggets, Rockies, and my favorite team given where I attended school, the Colorado Buffaloes.
What do you love most about being part of Crestone?
It’s tough to pick just one thing I love the most, but if I had to choose I would say it’s the opportunity to work with such smart and driven individuals that challenge each other to think critically and never stop learning.
What made you decide to pursue a career in wealth management?
I wanted to pursue a career where I could merge my quantitative skills and passion for investing with a strong desire to help people achieve their financial goals. Wealth management, and Crestone in particular, offers the opportunity to work with clients to understand their needs and tailor solutions that help them reach those goals.