Community Focused Investment Professional and Political Consultant

Meet Matt.

Matt is Partner & Director of Portfolio Management for Concentric Wealth Management in Cincinnati, OH. As the Chair for the firm’s Investment Committee, he is responsible for research, asset allocation, portfolio construction, and trading. In addition, he oversees the operations team, M&A activity, and multiple enterprise functions. His previous roles were at Fortune 500, regional, and independent investment management firms in operations and investment management. He holds multiple investment-focused designations.

Matt graduated from Xavier University as a finance major (cum laude) with a Bachelor’s of Science in Business Administration. While at Xavier he was a member of the University Scholars program, the D’Artagnan Capital Fund, and worked in the Fifth Third Trading Center where he assisted other students with navigating the tools offered by the school. He continues to serve his alma mater as a member of the Williams College of Business Junior Board of Advisors for the finance department.

Matt is heavily involved with the local Republican parties and has worked on many local, county, state, and national elections in a variety of grassroots and campaign management roles. He worked on a fundraising team that was responsible for raising over $5 million for a presidential campaign.

Matt lives off in Edgewood, KY with his wife, Dakota, and their miniature dachshunds, Willet and Weller. Matt is an avid bourbon collector, has rebuilt a car, rebuilt a boat, and enjoys home brewing. They are always around and greatly enjoy trying new restaurants, breweries, and distilleries.