T. Matt Brann, CFA

T. Matt Brann, CFA

Partner

Matt joined Soltis Investment Advisors in 2019 and leads the wealth advisory team in the Dallas/Fort Worth market. Additionally, Matt sits on the Alternative Investment Committee for Soltis and has responsibility for corporate strategic growth and business development initiatives.

 Prior to Soltis, Mr. Brann was the Chief Strategic Officer at SlateStone Wealth, based in Jupiter Florida. He has also held senior leadership roles at Boston Private Wealth and Shamrock Asset Management. Mr. Brann began his career at Fidelity Investments where he worked in a variety of service, trading and business development leadership roles. Matt holds a Masters of Investment Management degree from Boston University and completed his Bachelor’s degree at Brigham Young University. He is also a CFA Charter holder and a member of the CFA Society of Dallas.

 Matt spends most of his free time with his family. He also serves in a variety of volunteer positions at his church, and he and his wife volunteer as short term foster parents for high risk infants. Matt is also an amateur woodworker, a two-time Ironman triathlete and once rode a bull in a rodeo.