T. Matt Brann, CFA

T. Matt Brann is the Chief Strategic Officer for SlateStone Wealth. As a member of the firm’s senior leadership team, his responsibilities are to develop, communicate, execute and sustain corporate strategic initiatives. Prior to SlateStone Wealth, Mr. Brann was the Executive Managing Director, Business Development of Boston Private Wealth, LLC where he was responsible for strategic growth and business development initiatives. In 2014, Boston Private acquired Banyan Partners, LLC a Florida-based registered investment adviser where Mr. Brann led national business development efforts. Prior to Banyan Partners, Mr. Brann was Managing Director, National Sales Manager for Shamrock Asset Management based in Dallas, Texas. Mr. Brann began his career at Fidelity Investments where he worked in a variety of service, trading and business development leadership roles over a period of 10 years. Matt holds a Masters of Investment Management degree from Boston University and completed his Bachelor’s degree at Brigham Young University. He is also a CFA Charter holder and a member of the CFA Society of Dallas.