Chief Operating Officer
Matthew comes to Concorde Investment Services with nine years of experience in the financial services industry, with a focus on operations, team building, and integrating operations with sales, compliance support and technology. His mission is to provide the highest level of support while finding new ways to bring value to the Concorde family.
Prior to joining Concorde, Matthew functioned as the Director of Operations and Chief Financial Officer for the Great Lakes branch of AXA Advisors, based in Troy, MI. His role focused on rebuilding and rebranding AXA within the Great Lakes area by implementing new Technologies, and focusing on growing the operational support to live the motto of “How Can I Help?”
Matthew graduated from Michigan State University through the Lyman Briggs school with a degree in Astrophysics. He holds a Series 7, 63, 24, Life, Accident and Health and Property and Casualty licenses.
Matthew lives at home in Troy with two cats and enjoys teaching SCUBA Diving on the side, competing in Crossfit competitions and riding his Harley during the warm seasons.