Matthew Marsh, CFP®, CIMA®

Matt and his team work with a select group of ultra-high-net-worth individuals, families, business owners and entrepreneurs, as well as non-profit organizations, to develop and implement comprehensive investment, wealth management, credit and wealth transfer strategies. Matt works closely with clients and their strategic partners on matters of estate planning, retirement planning, investment management, private investment coordination, charitable initiatives, tax coordination and managing concentrated stock positions. Prior to joining Summit Trail, Matt held senior advisory roles at BMO Private Bank, BNP Paribas, Dynasty Financial Partners and Morgan Stanley, consulting to both institutional and individual investors across all aspects of wealth management.