Matthew Wells, CFA®
Vice President & Portfolio Manager
Matt is a Vice President and Portfolio Manager with Kanaly Trust. He is responsible for taking a holistic approach to wealth management for clients while implementing customized multi-asset class investment strategies. Matt works with the Chief Investment Officer and Senior Portfolio Manager on developing model portfolio asset allocations and is actively involved in the ongoing due diligence of all investment managers. Matt believes in adhering to a disciplined investment strategy that effectively manages risk and produces competitive long-term returns for clients.
Matt joined Kanaly in 2015 and brings over fourteen years of experience in portfolio management and wealth planning utilizing equity, fixed income and alternative investments.
Prior to joining Kanaly, Matt was an Equity Analyst with Garcia Hamilton & Associates of Houston, which he joined in 2008. Prior to this, he was a Vice President / Private Client Manager with US Trust Bank of America Private Bank in Houston. He previously served as a Portfolio Analyst at JPMorgan Private Bank, where he conducted investment reviews, monitored portfolios, and worked closely with a team of portfolio managers on foundation, endowment and private client accounts.
Matt is a member of the CFA Institute and CFA Society of Houston. He is also a member of the Houston Golf Association where he volunteers to meet the organization’s objective of making a difference in the Houston Community, its youth, through golf and charity.
Matthew received a BA from Baylor University in Waco, Texas. He is a Chartered Financial Analyst (CFA®).