Matt Freeman*, is the Director of Investment Advisory Services at Tax & Financial Group in Newport Beach, California where he manages asset allocation of TFG model portfolios, handles trading and investment strategy, and conducts investment research and analysis. Additionally, he monitors economic and financial market data to implement investment strategy and determine positioning of portfolios. He also assists advisors in case consulting as well as training in investment related topics.
Prior to joining Tax & Financial Group, Matt worked at Securian Financial, where he worked on the investment research and due diligence team. He contributed to investment analysis, model asset allocation, and managed communication of key investment resources with Securian affiliated financial professionals and internal stakeholders. Matt received his Bachelor of Arts degree from the University of Michigan, Ann Arbor and has earned the right to use the Chartered Financial Analyst (CFA ) designation.
In his free time, Matt enjoys traveling to new places both internationally and in the US, playing and watching sports, particularly soccer, reading a good book, and spending time outdoors, usually hiking or at the beach.