Matt brings a seasoned perspective to the team, having previously served as a senior portfolio manager for large institutional clients in his 25-plus years in the financial industry. He is an owner and partner of Jackson/Roskelley Wealth Advisors and director of investment strategy, leading the investment committee. He takes a calm and consultative approach to comprehensive wealth planning, which includes tax and estate planning, retirement planning, investment management and risk management. “My primary objective is to be a trusted advocate for my clients, helping them pursue important life goals,” he says.
He joined the team in 2016, drawn by the opportunity to work with individual clients and have an ownership stake in the practice. Before that, he served as senior portfolio manager of overlay services at Russell Investments for six years, as head of fund solutions for Clearwater Analytics, and in senior strategist and business development roles for Russell Investments. He has managed multibillion-dollar portfolios for corporate and public pension funds, endowments, foundations and other large institutional investors, with extensive experience in managing equity, fixed income, currency and derivatives including futures, options and other complex investment strategies.
He is a graduate of the University of Washington in Seattle, where he earned an MBA. He earned a B.A. in finance from the University of Utah in Salt Lake City.
Originally from Utah, he has spent most of his professional career in Seattle, Washington, and moved to Gilbert, Arizona, in 2015. In his free time, he enjoys hiking, biking, kayaking, snow skiing, golfing and other outdoor activities. You might also find him playing the piano, reading a good book or listening to audiobooks and music.
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