Managing Director, Senior Investment Advisor 

Matt works with Green Square families and private foundations to implement and maintain investment strategies, delivering customized services, reporting and communication based on client needs. He facilitates and coordinates with his clients’ outside advisors on family office structure, tax, insurance, budgeting and estate planning. He joined Green Square Capital in 2003 after working as a business analyst for Electronic Data Systems. He is a graduate of the Leadership Academy of Memphis’ Fellows Program, and he is a founding board member of Leadership Preparatory Charter School and a member of the Memphis University School Alumni Executive Board. Matt has his Series 65 License, and he received his Bachelor of Business Administration in Managerial Finance, cum laude, from the University of Mississippi. 

Client Login
Client Advisor Login