One thing that makes Aptus so unique is the ability (and desire) to help advisors across many levels of their business and client experience. Matt’s role is to understand what is most valuable to each advisor, RIA, or home office and bring those resources to the table.
Background & Education
Matt has spent time in both the technology and asset management side of the industry. Most recently, Matt drove asset manager partnerships at Riskalyze – an innovative platform that helps advisors assess and communicate risk to their clients. Prior to Riskalyze, Matt helped RIAs and independent advisory firms across the Midwest growth their business through SEI Investments turnkey investment and custodial solutions.
Matt is a CAIA® Charterholder. He earned his bachelors from James Madison University in Virginia and his MBA from Villanova University in Pennsylvania.
Outside The Office
Matt is a recent transplant to St. Petersburg, FL and enjoys any kind of competition whether playing soccer, golf, biking, or most recently playing the local favorite – pickleball. Most importantly, many consider Matt to be the underdog favorite for the Aptus Uncle Rico tournament this fall.
Why Aptus?
“Aptus is ahead of the curve in a lot of ways. Not only in their investment approach but also the energy and creativity that this team brings to the table. I was fortunate to work with this group while at Riskalyze and learned quickly how much the advisors we jointly worked with enjoyed the relationships they built. I think in any business, you want to look at the people first and the Aptus team has that in spades.”