Contact
27+
Years of
Experience
Matt Michaels
team page

Matt Michaels

CFA, CFP®

Founding Partner, Co-Chief Investment Officer

Tampa, Florida

Matt Michaels linkedin page

813.934.6231

Responsibility

Matt leads the firm’s asset allocation and optimization process, constructing efficient investment portfolios. As part of the Investment Management team, he works with our clients to build portfolios that help them meet their investment objectives while managing risk.

Prior
Positions

  • 12 years at Wells Fargo Private Bank as Senior Private Wealth Portfolio Manager
  • 10 years at Regions Bank (formerly AmSouth Bank) as a Portfolio Manager
  • 3 years at Mass Mutual – DBS Financial Group

Credentials

  • Matt holds the Chartered Financial Analyst® designation and graded CFA exams going back to 2007
  • CERTIFIED FINANCIAL PLANNER®
  • M.B.A., Finance, Florida State University
  • B.S., Marketing and International Studies, Kelley School of Business at Indiana University

Personal
Profile

  • Current member, past President and former Board Director of CFA Society of Tampa Bay
  • Official exam grader of CFA Institute Level III exam, annually since 2007

Matt lives in Tampa with his wife Tiffani and their daughters. He enjoys playing golf, attending sporting events, and traveling. Matt has a goal to visit all 50 states with his wife and daughters.

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