Matt has over 25 years of experience in the investment management industry. Prior to co-founding Lyell Wealth Management, Matt was a Portfolio Manager, shareholder and member of the Investment Committee at Atherton Lane Advisers. Prior to Atherton Lane, Matt was an Analyst in JP Morgan’s Private Client Group and a Senior Equity Research Analyst at two equity hedge funds.
Matt holds a BA in Philosophy, Politics and Economics from Claremont McKenna College, where he was on the varsity tennis team. Matt is a Chartered Financial Analyst (CFA) Charterholder and a member of the CFA Society of San Francisco.
Matt is active in his community. He is on the Investment Advisory Committee for the San Mateo Community College Foundation. He recently stepped down from being a long-term Board member of the Menlo-Atherton Little League.
Matt and his wife, Eliza, live in Menlo Park raising three children. Matt is frequently spotted on the youth soccer, basketball or baseball sidelines coaching or offering encouragement.
OUR TEAM
We work collaboratively to leverage the team’s proficiency in investments, tax, and planning so that our clients achieve their goals.
