Matt Bagnard is an Associate Director in the firm’s Los Angeles office, serving as a main point of contact for many of Pathstone’s ultra-high net worth clients. He regularly partners with senior executives or works independently with the creation of customized financial solutions designed to meet clients’ individual needs and wealth objectives. Matt supports some of the firm’s more intricate family office relationships and provides a wide range of services including portfolio construction, asset allocation, investment performance analysis, and financial plan implementation. In addition to his client advisory responsibilities, Matt is a voting member on the Pathstone Long-Only Investment Sub Committee, a member of the FuturePath committee and plays a key role in the firm’s business development initiatives.
Prior to joining Pathstone, Matt began his career in 2013 as an Associate at Convergent Wealth Advisors, providing holistic financial advice and outsourced financial family office solutions to UHNW clients and institutions.
Matt earned his Bachelor of Science degree in Business Administration (concentrating in Finance) from the University of Southern California’s Marshall School of Business. Matt is a Level III candidate in the Chartered Financial Analyst (CFA) Program and a member of the CFA Society Los Angeles. Further, Matt has taken and passed the Financial Industry Regulatory Authority (FINRA) Series 65 exam.
Outside of work, Matt enjoys being active by regularly playing beach volleyball and golfing. He is an avid sports fan, enthusiastic USC Alumnus and loves spending time with his family. Matt is also an active member of the Los Angeles community, regularly volunteering for the Ocean Park Community Center, Covenant House of California and the Down Syndrome Association of Los Angeles.