Partner
Director of Investments
Chartered Financial Analyst
Certified Financial Planner®
During his tenure at Northern Michigan University, Matt was a standout athlete earning NCAA Division 1 Skiing All American Honors. He continues his love of skiing by spending much of his free time in the Winter skiing around Theodore Wirth Park and participating in the annual Birkebeiner race in Hayward, WI. He also enjoys downhill skiing with his wife, Jennifer, in Aspen, where she lives and works during the winter and he travels to often (pictured above).
At PrairieView, Matt’s specialties include designing portfolios that fit clients’ needs and goals, concentrated stock ownership strategies, and stock-based compensation analysis, among other specialties. He also keeps our clients informed of our latest thinking about markets, investing and what they mean to their financial plan. Read his pieces here.
As Director of Investments, Matt leads PrairieView Partners' Investment Committee and is responsible for developing, overseeing, and implementing PrairieView's Core Investment Philosophies and portfolio management strategy and process. He ensures that PrairieView's Core Investment and Philosophies are consistently communicated to our clients, prospective clients, and within our team as well as reflected in all of our clients' portfolios. As a Senior Wealth Manager Matt also works directly with PrairieView's clients to develop and manage their financial plans and investment portfolios.
“The process of setting and achieving goals I used as an athlete is very similar to that used in financial planning. Challenge all the drivers of performance to set achievable goals and then follow a disciplined plan. To be able to combine what I learned as an athlete with my financial training to help clients achieve their financial goals is one of the most rewarding things.”
Matt earned his undergraduate degree in Economics with a concentration in Finance from Northern Michigan University. Upon graduation he accepted a role with private wealth management firm where was instrumental in developing the investment research and portfolio management practices and later became the firm’s portfolio manager.
Matt earned his MBA from the University of Connecticut. Following graduate school, he spent time working for Prudential Retirement where he gained valuable experience with institutional retirement plans. He has earned his Certified Financial Planner (CFP®) and Chartered Financial Analyst (CFA) designations. He maintains his membership in CFA Institute.
For over 20 years, we’ve helped 3M professionals achieve their financial goals.
We start by helping them answer these key questions.
For decades, 401(k) plans and other defined contribution workplace plans have served as primary channels for long-term investing. Many of you currently contribute, or have contributed to these plans...
I mean it. You’ve done well in a challenging time for investors. Occasionally it's helpful to take a minute to acknowledge success and what led to it before getting back to work. And I think now is...
Welcome to the midpoint of 2024. I hope everyone had a great 4th of July holiday with family and friends.
You should have a trusted partner who can help you take advantage of these opportunities.
