Matt joined True North Advisors through an acquisition in July 2025 and is a Senior Wealth Manager and Partner at the firm. Before the acquisition, Matt was a Founder and Managing Partner of Blue Investment Partners. He has over 25 years of institutional money management experience.
Matt has spent almost his entire professional career investing the assets of institutions and high net worth individuals. He worked for several investment management firms with strategies that varied from traditional long-only investing to highly-sophisticated, beta-neutral hedged strategies. His diverse professional experience includes security analysis, portfolio construction, risk management, and marketing.
Prior to founding Blue Investment Partners, Matt was a Portfolio Manager at Citadel, one of the world’s leading hedge funds, where he managed a team of six analysts and invested close to $1 billion. Before Citadel, Matt worked for several buy-side firms, including Montgomery Asset Management, Andor Capital Management, and Apex Capital. He spent 11 years at Apex, joining as an analyst and leaving as a Portfolio Manager. Matt worked closely with some incredibly intelligent and talented investors and works hard to apply those learning experiences to the work we are doing at Blue.
Matt graduated from the University of California, Berkeley with a BA in Economics and a Minor in Classical Civilizations. He also studied at Oxford University in the U.K. while an undergrad.
Matt received his MBA in Finance from Georgetown University and has been a CFA Charterholder since 1999.