Matt oversees the development, sourcing, selection, due diligence, and execution for Verdence Capital Advisors’ $3.3 billion discretionary portfolio. As Executive Director, Matt formulates the firm’s overall investment philosophy, process, and execution of their globally-diverse portfolio of equities, fixed income, and private investment strategies—providing Verdence clients unique access to direct private investments. His team at Verdence Capital Advisors advises ultra-high net worth families, entrepreneurs, executives, and professional athletes on an array of complex and custom financial solutions.