Matt Clark

Matt is a portfolio manager with a disciplined, research-driven approach to investing. He focuses on building and maintaining portfolios that reflect each client’s risk tolerance, long-term goals, and overall financial plan. Matt has a passion for cost-efficient, tax-aware portfolio management and works to ensure every investment decision is grounded in discipline and aligned with the bigger picture of helping clients stay confident through changing markets.

In college, Matt played baseball at Southwestern University in Georgetown, Texas. In his spare time, he enjoys being with his wife and two children and cheering on his beloved Astros.