Matt works with his clients to coordinate all aspects of their financial lives from unique investments to tax and estate planning. Matt spent much of his career as an active public market strategist and corporate banker and he loves to use this knowledge to benefit his clients.
Prior to joining the Merriman team in 2016, Matt was a Partner and Portfolio Manager at Summit Capital. Before joining Summit in 1998, Matt was a Vice President with U.S. Bank of Washington, managing the Large Corporate Lending Group for West One Bank of Washington before its merger with U.S. Bank. Preceding his transition into corporate banking, Matt spent five years as a Petroleum Engineer for Occidental Petroleum Corporation in Texas.
Matt received an MBA from Seattle University in 1988 and a BS in Industrial Engineering from the University of Washington in 1979. Matt also holds the Financial Industry Regulatory Authority (FINRA) Series 65 designation. As a passionate outdoorsman, Matt serves on the Western Regional Board for the National Parks Conservation Association. He and his wife are longtime residents of the Seattle area.
Whether overseeing Merriman’s diversified portfolio, researching the latest financial innovations or rock climbing, Merriman Chief Investment Officer Dennis Tilley talks about why finding passion at work and in his personal life is so important to him.
There is practically universal opinion that interest rates will rise in the future, and that bond portfolios will suffer painful losses when this happens. At Merriman, we think the financial news media has blown this story way out of proportion, with inflammatory...
If you’ve been tuned into financial news lately, you’ve no doubt heard about High-Frequency Trading (HFT). HFT is not new. In fact, it’s been around for over 20 years. Investopedia defines HFT as: A program trading platform that uses powerful computers to transact a...