Matt Goette

Matt Goette

Director Ejecutivo en Black Diamond Financial LLC .

Finance
Consumer Services

Perfil

Mr. Matthew P.
Goette, CFA, is a President & Chief Investment Officer at Black Diamond Financial LLC.
He specializes in advising high-net-worth individuals and institutions with extensive expertise in asset allocation, tax efficient investment strategies and retirement planning.
Mr. Goette has experience advising investment committees for foundations, endowments, and pension plans, as well as working with companies to construct low cost, highly diversified 401(k) retirement solutions for their employees.
Before founding Black Diamond Financial, he was a senior investment professional in the Venture Capital Group of Harbert Management Corporation where he invested a $52 million fund in early stage technology and healthcare companies.
Prior to joining Harbert, Mr. Goette spent five years with Jefferies & Company, Inc. in their Investment Banking Group.
While at Jefferies, he helped orchestrate numerous merger and acquisition, restructuring, equity, and debt transactions.
Prior to joining Jefferies, he worked in the Investment Banking Group of BB&T Corporation.
He holds a Bachelor of Business Administration with a double major in finance and economics from The College of William and Mary, where he graduated with High Honors.
Mr. Goette is also a Chartered Financial Analyst, CERTIFIED FINANCIAL PLANNER, Accredited Investment Fiduciary, and member of the CFA Society of Baltimore.

Cargos activos de Matt Goette

EmpresasCargoInicio
Director Ejecutivo 09/08/2007
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Antiguos cargos conocidos de Matt Goette.

EmpresasCargoFin
Analyst-Equity 31/12/2005
Corporate Officer/Principal -
Corporate Officer/Principal -
Corporate Officer/Principal -
Corporate Officer/Principal -
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Formación de Matt Goette.

The College of William & Mary Undergraduate Degree

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