
Matt Matrisian
Matt Matrisian believes the best investment outcomes begin with advisor-centric tools and capabilities that wrap around the needs... | San Francisco, California, United States
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Matt Matrisian’s Emails mm****@as****.com
Matt Matrisian’s Phone Numbers 1800822****
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Matt Matrisian’s Location San Francisco, California, United States
Matt Matrisian’s Expertise Matt Matrisian believes the best investment outcomes begin with advisor-centric tools and capabilities that wrap around the needs of the investor. As a pioneer in advice delivery transformation, Matt’s twenty-year career has focused on simplifying the complexity of the financial services industry, supporting the evolution of advice delivery, and enhancing advisor value. As an executive and board partner, Matt specializes in identifying both immediate and long-term growth opportunities. His decade-long leadership at AssetMark ranges from helping establish and roll out strategic priorities, to developing many of the client-facing systems, technologies, and experiences for which the firm is known. He has also reimagined and built the firm’s business consulting services, which today serves more than 8,000 advisors. Prior to AssetMark, Matt built and managed key commercial initiatives that led to the expansion of Raymond James’ practice management platform and new channel offerings. Career leadership include: - creating new channels and divisions to expand client relationships - building and retaining market segments to fuel profitability - evaluating inorganic growth opportunities (e.g., M&A) to enable growth - incubating accretive revenue expansion through R&D initiatives - reimagining technology to deliver better client solutions and outcomes Matt regularly serves as a media and institutional investor spokesperson, and has appeared as keynote, panelist, moderator, or presenter at 150+ industry conferences. Additionally, he has authored 30+ industry articles (e.g., Investment News, Financial Planning Magazine, WealthManagement.com), as well as “The Power of Practice Management: Best Practices for Building a Better Advisory Business” (Bloomberg Press, 2013)—a book written to which helps financial advisors better develop lasting client relationships.
Matt Matrisian’s Current Industry Assetmark
Matt
Matrisian’s Prior Industry
Raymond James Financial
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Assetmark
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Work Experience

Assetmark
Head of Client Growth
Sun Oct 01 2023 00:00:00 GMT+0000 (Coordinated Universal Time) — Present
Assetmark
SVP - Strategic Initiatives and Practice Management
Thu Apr 01 2010 00:00:00 GMT+0000 (Coordinated Universal Time) — Fri Nov 01 2019 00:00:00 GMT+0000 (Coordinated Universal Time)
Assetmark
SVP, Chief Channel Officer at AssetMark
Mon Mar 01 2010 00:00:00 GMT+0000 (Coordinated Universal Time) — Wed Nov 01 2023 00:00:00 GMT+0000 (Coordinated Universal Time)
Raymond James Financial
Divisional Manager
Sat Jan 01 2000 00:00:00 GMT+0000 (Coordinated Universal Time) — Sat Jul 01 2006 00:00:00 GMT+0000 (Coordinated Universal Time)
Raymond James Financial
VP / Director of Practice Acquisitions
Tue Mar 01 1994 00:00:00 GMT+0000 (Coordinated Universal Time) — Thu Apr 01 2010 00:00:00 GMT+0000 (Coordinated Universal Time)