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Matt Thompson Email & Phone Number
Regional Portfolio Manager, Senior Vice President
at
Frost
1 work email found
@frostbank.com
LinkedIn matched
✓ Verified May 2026
4 data sources
Profile completeness 100%
Current company
Role
Regional Portfolio Manager, Senior Vice President
Location
San Antonio, Texas Metropolitan Area, United States
Who is Matt Thompson? Overview
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Quick answer
Matt Thompson is listed as Regional Portfolio Manager, Senior Vice President at Frost, based in San Antonio, Texas Metropolitan Area, United States. AeroLeads shows a work email signal at frostbank.com and a matched LinkedIn profile for Matt Thompson.
Matt Thompson previously worked as Investment Advisor at Sendero Wealth Management and Regional Portfolio Manager, Senior VP at Frost Bank. Matt Thompson holds Bachelor Of Business Administration - Bba, Marketing from Texas Tech University.
Company email context
Email format at Frost
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{first}.{last}@frostbank.com
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Profile bio
About Matt Thompson
Hi - I'm an Asset Management Professional with +24 years of progressive leadership and responsibility in portfolio management, sales, research, reporting, financial planning, customer service, executive presentation, fiduciary, and operations processes for Trust and Brokerage departmentsMy strengths are in managing large and complex book of business with ultra-wealthy clients, providing a white glove service using data to provide actionable insights for each decision made within a portfolioSoftware: Word, Excel, Outlook, PowerPoint, FactSet, Bloomberg, Morningstar, Salesforce, Envestnet, Advent, CRM Software, Reuters, SEI, EnvestnetActive Series 65 LicenseOpen to networking and connecting via LinkedIn and matt.t70@att.net !
Listed skills include Financial Analysis, Investments, Sales, Risk Management, and 3 others.
Current workplace
Matt Thompson's current company
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8 roles · 23 years
Matt Thompson work experience
A career timeline built from the work history available for this profile.
Investment Advisor
Current
May 2024 - Present
Regional Portfolio Manager, Senior Vp
Manage fee-based investment advisory business for Frost Investment Services including assets, client communication and trading while managing a small support staff through oversight of model building and trading processesEstablish asset allocation, compliance, and regulation for sales initiatives in our suite of products as a voting member of the internal.
Jul 2019 - Apr 2024
Regional Portfolio Manager, Vp
Liaised between internal brokerage representatives in Texas and the Frost Investment committee in support of new policies, strategies, and company proceduresManaged a large and complex book of business that included customized investment policy statements for all registration typesDeveloped and presentations PowerPoint decks based on investment philosophy.
Apr 2018 - Jul 2019
Senior Portfolio Manager, Vp
Managed a book of business for high net worth Trust clients, meeting each client to review and assess their financial requirements to develop and construct individual investment policies to achieve their goals using optimized asset allocation models and our investment platformAssumed role of Head Manager to guide the investment process through settlement.
Jul 2011 - Apr 2018
Operations Manager
Led performance reporting, reconciliation of assets and middle office functions including trading oversight and correctionsManaged an operations team of 3 through performance reviews and task delegationNurtured relationships with software vendors and outside systems to enhance efficiencies and understand vendor risk exposuresProvided directional input for.
2014 - 2016
~2 yrs
Portfolio Manager Ii, Vp
Selected by management to lead the emerging wealth segment for the South Texas Region managing $150M across 225 accounts in San Antonio, Austin, and HoustonPartnered with Client Services to strategize and enhance client relationships, resulting in increased client retainment and portfolio growth, in addition to an increased in new businessPromoted US Trust.
Jun 2010 - Jul 2011
Portfolio Manager Ii, Vp
Provided integrated investment advice and portfolio management services for individually managed accounts, IRAs, and personal trusts for client net worth of +$1MManaged $250MM in assets for +350 accounts, their portfolio risk using Regulation 9 compliance processes while investing in superior performance in asset allocation, and assumed responsibility for.
2003 - Jun 2010
2 education records
Matt Thompson education
Bachelor Of Business Administration - Bba, Marketing
Certificate, Financial Planning And Services
FAQ
Frequently asked questions about Matt Thompson
Quick answers generated from the profile data available on this page.
What company does Matt Thompson work for?
Matt Thompson works for Frost.
What is Matt Thompson's role at Frost?
Matt Thompson is listed as Regional Portfolio Manager, Senior Vice President at Frost.
What is Matt Thompson's email address?
AeroLeads has found 1 work email signal at @frostbank.com for Matt Thompson at Frost.
Where is Matt Thompson based?
Matt Thompson is based in San Antonio, Texas Metropolitan Area, United States while working with Frost.
What companies has Matt Thompson worked for?
Matt Thompson has worked for Frost, Sendero Wealth Management, Frost Bank, and U.S. Trust.
How can I contact Matt Thompson?
You can use AeroLeads to view verified contact signals for Matt Thompson at Frost, including work email, phone, and LinkedIn data when available.
What schools did Matt Thompson attend?
Matt Thompson holds Bachelor Of Business Administration - Bba, Marketing from Texas Tech University.
What skills is Matt Thompson known for?
Matt Thompson is listed with skills including Financial Analysis, Investments, Sales, Risk Management, Customer Service, Management, and Leadership.
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