Matthew Marsh, CFP®, CIMA®

Matt is a Partner, Senior Wealth Advisor based in Denver, CO, and specializes in working with ultra-high-net-worth individuals, families, business owners, entrepreneurs, and nonprofit 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 involving estate and retirement planning, investment management, private investment coordination, charitable initiatives, tax coordination, and concentrated stock positions. Prior to joining Beacon Pointe, Matt held senior advisory roles at Summit Trail Advisors, BMO Private Bank, BNP Paribas, Dynasty Financial Partners, and Morgan Stanley, where he advised both institutional and individual investors across all aspects of wealth management. He received a Bachelor of Business Administration degree in Finance from Loyola Marymount University and a Master of Business Administration degree from Emory University’s Goizueta Business School. Matt holds the CERTIFIED FINANCIAL PLANNER® certification and the Certified Investment Management Analyst® (CIMA®) certification. Matt lives in Denver, Colorado, with Lillian, his wife of 25 years.