Matt joined Soltis Investment Advisors in 2019 and currently serves as the leader of the wealth advisory team in the Dallas/Fort Worth market. In addition to his role, he sits on the Alternative Investment Committee and oversees corporate strategic growth and business development initiatives.

Prior to joining Soltis, Matt held the position of Chief Strategic Officer at SlateStone Wealth, headquartered in Jupiter, Florida. He has also held senior leadership positions at Boston Private Wealth and Shamrock Asset Management. Matt began his career at Fidelity Investments, where he held various leadership roles in service, trading, and business development.

Matt holds a Masters of Investment Management degree from Boston University and completed his Bachelor’s degree at Brigham Young University. He is a CFA Charter holder and an active member of the CFA Society of Dallas.

In his leisure time, Matt prioritizes spending quality time with his family. He also dedicates his time to various volunteer positions within his church community and, along with his wife, volunteers as a short-term foster parent for high-risk infants. An enthusiast of woodworking, Matt also enjoys participating in Ironman triathlons and has even taken on the challenge of riding a bull in a rodeo.