CHIEF INVESTMENT OFFICER
As the Chief Investment Officer, Matt is responsible for investment strategy and asset allocation decisions for all of Ark’s clients. In addition, Matt leads the team of investment advisors and continues to serve as a personal advisor to many of the firm’s valued clients.
Prior to this role, Matt was a full-time financial advisor and planner with Nylife Securities, Eagle Strategies LLC, and was a partner with Camino Real Financial Strategies. Matt was named a 5 Star Advisor in Texas Monthly Magazine, achieved the NAIFA Quality award, and the Million Dollar Round Table on multiple occasions. He has passed securities exams including the Series 65, Series 63, Series 7, and Series 6, and holds a Group 1 Insurance License.
Matt holds a Bachelor’s of Science Degree from Texas A&M University, and an MBA with a specialty in global finance from The American Graduate School of International Management (Thunderbird). Matt grew up as an ex-pat in Saudi Arabia but is a Texan at heart. He and his wife Alexandra have lived in Austin since 1999 with their 2 children. Away from work, Matt enjoys hiking, coaching soccer, playing guitar, boating, and travel.
ADV Part 2A
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