Matt Holden

Matt Holden, CFA has a diverse work experience spanning over a decade. Matt started their career as an Accounting Intern at The Louis Berger Group in 2011. Following that, they worked as an Associate at State Street Global Operations from 2013 to 2014. Matt then joined Corient in 2014 as an Investment Analyst, where they gained experience in investment analysis. Matt was later promoted to the role of Associate Director of Investments in 2021 and eventually became the Director - Investments. Matt has been responsible for managing a large portfolio of high- and ultra-high-net-worth clients at Corient, which is one of the largest integrated RIAs in the United States.

Matt Holden, CFA, completed their Bachelor of Business Administration (B.B.A.) degree in Finance at the University of Richmond - Robins School of Business from 2008 to 2012. Matt then obtained the Chartered Financial Analyst (CFA) Charterholder certification from the CFA Institute in August 2017.