Matt Butterfield
CFP®
Associate Director
- Shareholder
Matt Butterfield is an Associate Director of Pathstone’s Austin, Texas office and works with the team across many high-net-worth clients in the region.
Prior to Pathstone, Matt was an Associate for Price Wealth and performed various duties within operations, including portfolio onboarding, account maintenance, reporting, and analysis. He has over a decade of experience in the financial services industry and a Certified Financial Planner™.
Matt began his investment career at Nesvick Trading Group, an independent brokerage and CTA services firm in Tennessee, where he managed client services, investor communications, analysis, and trade execution. Prior to joining Price Wealth, Matt was a trader on the Charles Schwab Retirement Plan Services team. Matt assisted in the maintenance of 401k and pension plans for large employers, monitoring positions and plan allocations.
Originally from the Chicago area, Matt earned a Bachelor of Science degree in finance from Illinois State University. He and his wife, Annalise, moved to Austin in 2018 and they have a young daughter.
The Certified Financial Planner™ (CFP®) is a designation awarded to individuals who successfully complete the CFP Board’s initial exams, then continue ongoing annual education programs to sustain their skills and certification. The focus areas include financial planning, taxes, insurance, estate planning, and retirement saving.
Group
Certification
Office
Matt Butterfield is an Associate Director of Pathstone’s Austin, Texas office and works with the team across many high-net-worth clients in the region.
Prior to Pathstone, Matt was an Associate for Price Wealth and performed various duties within operations, including portfolio onboarding, account maintenance, reporting, and analysis. He has over a decade of experience in the financial services industry and a Certified Financial Planner™.
Matt began his investment career at Nesvick Trading Group, an independent brokerage and CTA services firm in Tennessee, where he managed client services, investor communications, analysis, and trade execution. Prior to joining Price Wealth, Matt was a trader on the Charles Schwab Retirement Plan Services team. Matt assisted in the maintenance of 401k and pension plans for large employers, monitoring positions and plan allocations.
Originally from the Chicago area, Matt earned a Bachelor of Science degree in finance from Illinois State University. He and his wife, Annalise, moved to Austin in 2018 and they have a young daughter.
The Certified Financial Planner™ (CFP®) is a designation awarded to individuals who successfully complete the CFP Board’s initial exams, then continue ongoing annual education programs to sustain their skills and certification. The focus areas include financial planning, taxes, insurance, estate planning, and retirement saving.
