Matt has 5+ years of experience in the financial services industry, focusing on portfolio strategy and relationship management.  Prior to joining Paralel, Matt served as a relationship manager and Outsourced Chief Investment Officer (“OCIO”) at PFM Asset Management.  In this role, Matt lead client relationships, coordinating numerous services, and serving as the portfolio strategy liaison between the client and the Investment Committee.  Matt also actively marketed the firm’s OCIO capabilities at industry conferences and through direct email and phone outreach.  Matt holds a Bachelor of Science in Business Administration and a Bachelor of Arts in Economics from the University of Pittsburgh.  He earned the CFA Charter in 2021 and holds series 6, 63 and 7 licenses.
In his personal time, Matt is an avid traveler and trip planner, including excursions to hike, ski, and taste the best craft beer this world has to offer.