AeroLeads people directory · profile
Matthew Savery, Cfa, Cfp® Email & Phone Number
Financial Advisor
at
Baird
1 work email found
@rwbaird.com
LinkedIn matched
✓ Verified July 2026
4 data sources
Profile completeness 86%
Who is Matthew Savery, Cfa, Cfp®? Overview
A concise factual answer block for searchers comparing this professional profile.
Quick answer
Matthew Savery, Cfa, Cfp® is listed as Financial Advisor at Baird, based in Utica-Rome Area, United States. AeroLeads shows a work email signal at rwbaird.com and a matched LinkedIn profile for Matthew Savery, Cfa, Cfp®.
Matthew Savery, Cfa, Cfp® previously worked as Chief Investment Officer at M. Griffith Investment Services, Inc. and Wealth Advisor at Market Street Trust Company. Matthew Savery, Cfa, Cfp® holds Bachelor Of Science In Business Administration; Finance Concentration from Syracuse University.
Company email context
Email format at Baird
This section adds company-level context without repeating Matthew Savery, Cfa, Cfp®'s masked contact details.
*@rwbaird.com
68% confidence
AeroLeads found 1 current-domain work email signal for Matthew Savery, Cfa, Cfp®. Compare company email patterns before reaching out.
Profile bio
About Matthew Savery, Cfa, Cfp®
As a financial advisor, I enjoy helping clients navigate their financial lives. My priority is to educate clients, simplify complex investment strategies, and foster long-term relationships built on trust. At the heart of my investing approach lies decades of peer-reviewed academic evidence showing the power of the capital markets, benefits of global diversification, and the importance of low-costs while capturing dimensions of higher expected return – all interwoven with your unique need, ability, and willingness to take risk. It is my pleasure to give investors the assurance and peace of mind that come with having a customized and comprehensive financial plan.
Current workplace
Matthew Savery, Cfa, Cfp®'s current company
Company context helps verify the profile and gives searchers a useful next step.
5 roles
Matthew Savery, Cfa, Cfp® work experience
A career timeline built from the work history available for this profile.
Financial Advisor
Chief Investment Officer
M. Griffith Investment Services, Inc.
Guide the firm's investment philosophy, portfolio strategy, and client management. Responsible for all aspects of investment research and efficient portfolio asset allocation/construction using an evidence-based approach focused on global diversification, low costs, and dimensions of return.
Nov 2010 - Dec 2018
Wealth Advisor
Served as the senior wealth advisor to over 50 family and non-family clients. Responsible for managing the complete relationship for both individual and trust accounts. Developed comprehensive financial plans that integrated investments, tax, cash flow planning, insurance, trusts, and estate planning.
Mar 2005 - Oct 2010
Research Assistant
Assisted both the equity and quantitative research groups with economic forecasting, individual company research, and top-down quantitative models. Managed the asset allocations of the All-Equity and Tax Managed client accounts and supervised all account activity.
Jan 2001 - Sep 2003
1 education record
Matthew Savery, Cfa, Cfp® education
FAQ
Frequently asked questions about Matthew Savery, Cfa, Cfp®
Quick answers generated from the profile data available on this page.
What company does Matthew Savery, Cfa, Cfp® work for?
Matthew Savery, Cfa, Cfp® works for Baird.
What is Matthew Savery, Cfa, Cfp®'s role at Baird?
Matthew Savery, Cfa, Cfp® is listed as Financial Advisor at Baird.
What is Matthew Savery, Cfa, Cfp®'s email address?
AeroLeads has found 1 work email signal at @rwbaird.com for Matthew Savery, Cfa, Cfp® at Baird.
Where is Matthew Savery, Cfa, Cfp® based?
Matthew Savery, Cfa, Cfp® is based in Utica-Rome Area, United States while working with Baird.
What companies has Matthew Savery, Cfa, Cfp® worked for?
Matthew Savery, Cfa, Cfp® has worked for Baird, M. Griffith Investment Services, Inc., Market Street Trust Company, and Manning & Napier.
How can I contact Matthew Savery, Cfa, Cfp®?
You can use AeroLeads to view verified contact signals for Matthew Savery, Cfa, Cfp® at Baird, including work email, phone, and LinkedIn data when available.
What schools did Matthew Savery, Cfa, Cfp® attend?
Matthew Savery, Cfa, Cfp® holds Bachelor Of Science In Business Administration; Finance Concentration from Syracuse University.
Find 750M verified contacts
Search by job title, company, industry, location, and seniority. Export verified B2B contact data when you need it.
Start free trial