As Head of Investment Solutions at Ategenos Capital, Matt brings a range of wealth management experience to the role. Responsibilities include overseeing the firm’s investment solutions, including product management, development, and platform integration. His role also entails leading the firm’s marketing and advisor engagement efforts. He is also a member of Ategenos Capital’s Investment Committee.

Responsible for working alongside senior leadership in order to identify and execute various projects that are directly related to growth opportunities identified by the CEO.

Founded in 1987 by Charles Widger, Brinker Capital is an investment management firm that provides customized investment products and services for financial advisors and their clients. These include high net worth individuals, employers, institutions, endowments and foundations.

Founded in 1987 by Charles Widger, Brinker Capital is an investment management firm that provides customized investment products and services for financial advisors and their clients. These include high net worth individuals, employers, institutions, endowments and foundations.Worked with National Accounts Department and Retirement Planning Services to expand Brinker Capital’s business throughout the nation. Monitored current accounts in order to determine which products to market toward potential clients. Managed and organized current accounts in SalesForce in order to communicate more effectively with advisors.

AstraZeneca is a global innovation-driven biopharmaceutical company specialising in the discovery, development, manufacturing and marketing of prescription medicines that make a meaningful difference in healthcare.Worked with the Targeting & Performance Team on various projects to aid the process of targeting Health Care Providers throughout the United States in order to more efficiently sell AstraZeneca products. Created and facilitated new process for improving target profiles. Developed process for templates and protocols for team sharing platform (i.e. SharePoint). Created and analyzed field survey for website preferences (i.e. Business Question Central).