Professional Summary

Professional Overview

Matt Knell is a seasoned Wealth Manager with extensive experience in the financial services industry. He specializes in providing comprehensive wealth management solutions to high-net-worth individuals and families, with a focus on investment portfolio management, tax optimization, and estate planning.

Experience Summary

Current Role

As a Wealth Manager at Arbor Capital Management, Inc., Matt is responsible for developing and implementing personalized financial strategies that align with his clients' unique goals and risk profiles. He leverages his in-depth knowledge of the market and investment landscape to deliver customized investment recommendations, asset allocation models, and portfolio rebalancing services. Matt's unwavering commitment to client success has earned him a reputation as a trusted advisor and problem-solver.

Career Progression

Prior to his current role, Matt held various leadership positions within the financial services industry. He served as a Financial Advisor at CUSO Financial Services, LP, where he provided holistic financial planning and investment management services to a diverse client base. Earlier in his career, Matt held roles as a VP - Financial Consultant and VP - Branch Manager at Charles Schwab, where he honed his skills in wealth management, client relationship building, and team leadership. He also gained experience as a Private Banker and Brokerage Associate/Investment Consultant at Wells Fargo, demonstrating his versatility and adaptability within the industry.

Academic Background

Matt holds a Bachelor of Arts degree in Finance from the University of Alaska Anchorage, where he graduated cum laude. He is also a Certified Financial Planner (CFP®) and a Chartered Financial Analyst (CFA) charterholder, further solidifying his expertise in investment management and financial planning.

Areas of Expertise

• Portfolio management and asset allocation

• Comprehensive financial planning

• Tax optimization strategies

• Estate and legacy planning

• Client relationship management

• Team leadership and mentorship

Professional Impact

Throughout his career, Matt has been recognized for his exceptional client service and his ability to deliver tangible results. He has successfully managed investment portfolios totaling over $250 million and has been instrumental in helping his clients achieve their long-term financial goals. Matt is actively involved in the local financial planning community, serving as a board member for the Anchorage chapter of the Financial Planning Association.

Conclusion

With his extensive industry experience, strong technical skills, and unwavering commitment to client success, Matt Knell is poised to continue making a significant impact as a Wealth Manager. His ability to navigate complex financial landscapes and tailor innovative solutions positions him as a valuable asset to his clients and a respected leader in the wealth management industry.