CoverProfile

Matt Wootten

Principal

Marble Trail Financial

United States, Vermont, Middlebury

About Me

Matt brings nearly 20 years of financial service experience to Marble Trail. He works as a trusted partner to his clients, helping them achieve their financial goals through sound investment management and financial planning. His deep commitment to understanding his clients’ values helps him connect each individual’s personal needs to the complexities of the financial world. Before joining Marble Trail, Matt worked as a Portfolio Manager and Investment Committee member at Rock Point Advisors, and as a Financial Advisor at Morgan Stanley. Preceding his career in financial services, Matt served as a Peace Corps volunteer and manager of a nonprofit organization in Nicaragua where he helped f

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Profile Information

Principal

Marble Trail Financial

Investment Team,Operations Team

Investor

RIA/Wealth Manager/Asset Manager

Middlebury

Vermont

United States

Apr 30, 2025

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