Matt Doyle, CFP®
Vice President, Portfolio Manager
Matt is located in the Houston area and is responsible for portfolio management, relationship management, and business development. He joined the firm in January 2018 with over 17 years of experience in the financial services industry. Matt began his career in 2001 and spent 5 years with RBC Dain. Since then he has worked for a broad spectrum of financial service firms including JP Morgan Chase and Wells Fargo. Matt has a passion for helping clients with their investments and solving complex issues through financial planning.
Matt holds his Bachelor of Business Administration with a concentration in Finance from the University of St. Thomas. Matt earned his CFP® credentials in 2002.