I love to learn clients’ stories. Over my career I’ve had the opportunity to meet hundreds of families at some of the largest investment firms on the planet. It wasn’t until I came to Halbert Hargrove and understood their story and their culture that I found a group of professionals completely dedicated to integrity and the pursuit of excellence for every one of their clients.
Matt considers it an honor to work with Halbert Hargrove’s clients at all levels of their relationship with us. “Having the opportunity to assist clients and work alongside Wealth Advisors and Regional Directors as part of a team-based effort,” he says, “helps ensure total communication—and ensures that all aspects of our promise of service are kept.”
Matt joined our Long Beach headquarters in 2019. He has a passion for learning people’s stories and what has brought them to Halbert Hargrove. What drew us to invite Matt to join our investment team? His seasoned experience as a finance professional, along with his enthusiasm, compassion and commitment to this work.
Directly prior to joining us, Matt worked as a Client Associate and Advisor with Mercer Advisors in Newport Beach from 2015 to 2019. His role encompassed all aspects of wealth advisory services, from guiding clients through their discovery process, to setting goals and strategizing on investments.
His experience has included mortgage, personal, and commercial banking, always with the goal of “providing clients with a holistic view of the financial world and how it will most likely affect them.”
As a Banking Relationship Specialist with Farmers & Merchant in Corona Del Mar, Matt provided financial counseling to businesses and individual clients, assisted them with lending services, and pursued new business opportunities for the bank. He previously worked for JP Morgan Chase Bank.
Matt earned a B.A. in Organizational Leadership with an emphasis on Business Administration from Chapman University.
A native of Orange County, Matt is a proud father of three young daughters. His most rewarding pastime is playing with his kids. And he enjoys engaging in ocean-related pursuits. Fun fact: Matt is a former Huntington Beach lifeguard—he worked on a rescue boat and was involved in hundreds of ocean rescues.
I was born on New Year’s Eve.