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Matt Smith, CFP®, CTFA

Matt Smith, CFP®, CTFA

Portfolio Analyst

TeamPrivate Client
Location San Francisco
Print Bio
Matt is a private client senior relationship associate at Brown Advisory. He is responsible for supporting relationships with high-net-worth individuals and families. Prior to joining the firm Matt studied Finance and Trust Management at the University of Delaware.

Education

  • University of Delaware, BS, Finance

Community Involvement

  • Loyola School Early Learning Center, Volunteer
  • University of Delaware Trust Management Minor , Board Member

Certifications

  • Certified Financial Planner (CFP)

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