Matthew brings over 10 years of experience in investment and portfolio management to his role as Portfolio Officer.
Currently, as a Portfolio Officer, Matthew works closely with his clients to understand their unique goals, cash flow needs, risk tolerance and tax profile to tailor a portfolio specific to each of his client's investment objectives. Matthew is available to discuss specific investment strategies and goals.
Matthew joined First American Trust in 2015 as an Investment Analyst, covering a variety of sectors including industrials, communication services, technology, and utilities. He received his bachelor's degree in Finance from California State University, Fullerton.
Matthew enjoys spending time in the mountains and ocean with family and friends.