Professional Summary

Professional Overview

Matthew Grygar is a seasoned investment management professional with over 20 years of experience in the financial services industry. As the Managing Partner and Chief Investment Officer at The Helix Financial Group LLC, he is responsible for leading the firm's investment strategies and overseeing the management of client portfolios.

Experience Summary

Current Role

As the Managing Partner and Chief Investment Officer at The Helix Financial Group LLC, Matthew is responsible for setting the firm's investment policy, managing the investment team, and ensuring the delivery of superior investment performance for the firm's clients. Under his leadership, the firm has grown to over $1.2 billion in assets under management, with a track record of consistently outperforming industry benchmarks.

Career Progression

Prior to joining The Helix Financial Group, Matthew held the position of Branch Manager at GunnAllen Financial, where he was responsible for overseeing the daily operations of the firm's local branch office. During his tenure, he led the branch to record revenue growth and client acquisition, demonstrating his strong leadership and business development capabilities.

Academic Background

Matthew holds a Bachelor of Science degree in Finance from the University of Texas at Austin, where he graduated with honors. He is also a Chartered Financial Analyst (CFA) charterholder, a designation that represents his expertise in investment analysis and portfolio management.

Areas of Expertise

Matthew's areas of expertise include investment portfolio management, asset allocation, risk management, and financial planning. He has a deep understanding of the global financial markets and has developed innovative investment strategies that have consistently delivered strong risk-adjusted returns for his clients.

Professional Impact

Throughout his career, Matthew has been recognized as a thought leader in the investment management industry. He has been a frequent speaker at industry conferences and has authored several articles on investment strategies and market trends. Additionally, he has served on the board of directors for a local nonprofit organization, where he has lent his financial expertise to support the organization's mission.

Conclusion

With his extensive industry experience, strong investment acumen, and demonstrated leadership abilities, Matthew Grygar is well-positioned to continue driving the growth and success of The Helix Financial Group. His unwavering commitment to delivering exceptional investment management services and his ability to navigate complex market conditions make him a valuable asset to the firm and its clients.