Matt Pierce, Cfa, Cfp®
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Matt Pierce, Cfa, Cfp® Email & Phone Number

Vice President | Senior Portfolio Manager | Investment Team Lead at TrustBank Wealth Management
Location: Phoenix, Arizona, United States 10 work roles 1 school
1 work email found @ntrs.com LinkedIn matched
✓ Verified May 2026 4 data sources Profile completeness 100%

Contact Signals · 1 work email

Work email m****@ntrs.com
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Current company
TrustBank Wealth Management
Role
Vice President | Senior Portfolio Manager | Investment Team Lead
Location
Phoenix, Arizona, United States
Company size
11 employees

Who is Matt Pierce, Cfa, Cfp®? Overview

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Quick answer

Matt Pierce, Cfa, Cfp® is listed as Vice President | Senior Portfolio Manager | Investment Team Lead at TrustBank Wealth Management, a company with 11 employees, based in Phoenix, Arizona, United States. AeroLeads shows a work email signal at ntrs.com and a matched LinkedIn profile for Matt Pierce, Cfa, Cfp®.

Matt Pierce, Cfa, Cfp® previously worked as Vice President | Senior Portfolio Manager at Trustbank Wealth Management and Senior Vice President, Senior Portfolio Manager at Bell Bank. Matt Pierce, Cfa, Cfp® holds Bachelor Of Science, Finance from Iowa State University - College Of Business.

Company email context

Email format at TrustBank Wealth Management

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*@ntrs.com
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AeroLeads found 1 current-domain work email signal for Matt Pierce, Cfa, Cfp®. Compare company email patterns before reaching out.

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Profile bio

About Matt Pierce, Cfa, Cfp®

What opportunities does your money open up for you?Most of us don’t know the answer to this question, but the answer is precisely why we work so hard to save for retirement and accumulate assets. Most people don’t make money for the sake of making money. They do so because they want to fulfill some lifestyle or long-term dream later in life. Understanding how your assets help you achieve a life’s worth of goals is why I’m in Wealth Management.I help my clients uncover what it is they’ve been working so hard for and to understand how their net worth allows them to accomplish their goals. I take my clients through a systematic process of identifying goals and aligning their assets so they may achieve those goals and have the confidence in their own success.

Listed skills include Finance, Portfolio Management, Financial Analysis, Investments, and 21 others.

Current workplace

Matt Pierce, Cfa, Cfp®'s current company

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TrustBank Wealth Management
Trustbank Wealth Management
Vice President | Senior Portfolio Manager | Investment Team Lead
Phoenix, AZ, US
Website
tbaz.com
Employees
11
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Company profile
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10 roles

Matt Pierce, Cfa, Cfp® work experience

A career timeline built from the work history available for this profile.

Senior Vice President, Senior Portfolio Manager

Bell Bank

Phoenix, Arizona, United States

Jul 2021 - Jul 2023

2Nd Vice President, Portfolio Manager

Northern Trust Corporation

Phoenix, Arizona Area

As a Portfolio Manager at Northern Trust, I create value for my clients by providing investment management services and advice using a goals-based approach. We believe investment management goes beyond just selecting investments. At Northern Trust, we pride ourselves on taking a holistic approach to investment management by considering our clients goals.

Feb 2016 - Oct 2019

Associate Portfolio Manager

Northern Trust

Scottsdale, Arizona

As an Associate Portfolio Manager, I had the pleasure of working with our very talented Portfolio Managers and Trust Administrators at our office in Scottsdale, Arizona. I added value to our client relationships by supporting our front-line partners by assisting with research, trading, and management of our clients’ investment accounts.

Jun 2013 - Feb 2016

Associate

Kotzin Valuation Partners

Phoenix, Arizona Area

Analyze financial statements, industry information and utilize financial models to determine the valuation of closely-held businesses.

Dec 2012 - Jun 2013

Brokerage Associate

Vanguard
Jul 2011 - Dec 2012

Client Relationship Associate

Vanguard
Sep 2010 - Jul 2011

Financial Advisor

North Star Resource Group

I assist families and young professionals in achieving their long-term goals by guiding them through the financial challenges they may face along the way.

Jun 2009 - Jul 2010
Team & coworkers

Colleagues at TrustBank Wealth Management

Other employees you can reach at tbaz.com. View company contacts for 11 employees →

DC Dillon Clark-Oden Dillon Clark-Oden Colleague at Trustbank Wealth Management Greater Phoenix Area, United States View → LS Lisa Sullivan Lisa Sullivan Colleague at Trustbank Wealth Management Phoenix, Arizona, United States, United States View → DP Donna Peace Donna Peace Colleague at Trustbank Wealth Management Scottsdale, Arizona, United States, United States View → JC Jordan C. Blevins, Cfa Jordan C. Blevins, Cfa Colleague at Trustbank Wealth Management Scottsdale, Arizona, United States, United States View → CO Cathy Olague Cathy Olague Colleague at Trustbank Wealth Management Scottsdale, Arizona, United States, United States View → SH Sandra Hudson Sandra Hudson Colleague at Trustbank Wealth Management Mesa, Arizona, United States, United States View → LM Lloyd Murphy Lloyd Murphy Colleague at Trustbank Wealth Management Tuscola, Illinois, United States, United States View →
1 education record

Matt Pierce, Cfa, Cfp® education

FAQ

Frequently asked questions about Matt Pierce, Cfa, Cfp®

Quick answers generated from the profile data available on this page.

What company does Matt Pierce, Cfa, Cfp® work for?

Matt Pierce, Cfa, Cfp® works for TrustBank Wealth Management.

What is Matt Pierce, Cfa, Cfp®'s role at TrustBank Wealth Management?

Matt Pierce, Cfa, Cfp® is listed as Vice President | Senior Portfolio Manager | Investment Team Lead at TrustBank Wealth Management.

What is Matt Pierce, Cfa, Cfp®'s email address?

AeroLeads has found 1 work email signal at @ntrs.com for Matt Pierce, Cfa, Cfp® at TrustBank Wealth Management.

Where is Matt Pierce, Cfa, Cfp® based?

Matt Pierce, Cfa, Cfp® is based in Phoenix, Arizona, United States while working with TrustBank Wealth Management.

What companies has Matt Pierce, Cfa, Cfp® worked for?

Matt Pierce, Cfa, Cfp® has worked for Trustbank Wealth Management, Bell Bank, Northern Trust Corporation, Northern Trust, and Kotzin Valuation Partners.

Who are Matt Pierce, Cfa, Cfp®'s colleagues at TrustBank Wealth Management?

Matt Pierce, Cfa, Cfp®'s colleagues at TrustBank Wealth Management include Dillon Clark-Oden, Lisa Sullivan, Donna Peace, Jordan C. Blevins, Cfa, and Cathy Olague.

How can I contact Matt Pierce, Cfa, Cfp®?

You can use AeroLeads to view verified contact signals for Matt Pierce, Cfa, Cfp® at TrustBank Wealth Management, including work email, phone, and LinkedIn data when available.

What schools did Matt Pierce, Cfa, Cfp® attend?

Matt Pierce, Cfa, Cfp® holds Bachelor Of Science, Finance from Iowa State University - College Of Business.

What skills is Matt Pierce, Cfa, Cfp® known for?

Matt Pierce, Cfa, Cfp® is listed with skills including Finance, Portfolio Management, Financial Analysis, Investments, Financial Modeling, Series 7, Mutual Funds, and Securities.

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