As a senior investment advisor at Legacy Consulting Group, Matt develops personalized investment plans for our clients based on their investment objectives, risk tolerance, and unique circumstances. Matt also leads Legacy’s trading and investment due diligence efforts. Matt maintains a keen interest in financial markets, economics, and the value of prudent money management. In addition to holding a Bachelor of Arts degree in Economics from The University of Texas at Austin, Matt earned the Chartered Financial Analyst (CFA) designation and is a member of both the CFA Institute and CFA Society of Dallas/Fort Worth. While away from work, you may find Matt crafting cocktails, t