Matt Bagnard
CFA®
Director
- Shareholder
Matt Bagnard is a Director in the firm’s Los Angeles office, serving as a main point of contact for many of Pathstone’s ultra-high net worth clients. He regularly partners with senior executives or works independently with the creation of customized financial solutions designed to meet clients’ individual needs and wealth objectives. Matt supports some of the firm’s more intricate family office relationships, providing a wide range of investment advisory services. In addition to his client advisory responsibilities, Matt is a voting member on the Pathstone Alternatives Sub Committee and plays a key role in the firm’s business development initiatives.
Prior to joining Pathstone, Matt began his career in 2013 as an Associate at Convergent Wealth Advisors, providing holistic financial advice and outsourced financial family office solutions to UHNW clients and institutions.
Matt earned his Bachelor of Science degree in Business Administration (concentrating in Finance) from the University of Southern California’s Marshall School of Business. Matt also holds the Chartered Financial Analyst® designation from the CFA Institute and is a member of the CFA Society in Los Angeles. Further, Matt has taken and passed the Financial Industry Regulatory Authority (FINRA) Series 65 exam.
Outside of work, Matt enjoys being active by regularly playing beach volleyball and golfing. He is an avid sports fan, enthusiastic USC Alumnus and enjoys spending time with his family.
A Chartered Financial Analyst (CFA®) is a professional designation given by the CFA Institute that measures and certifies the competence and integrity of financial analysts. Candidates are required to pass three levels of exams covering areas such as accounting, economics, ethics, money management, and security analysis.
Group
Certification
Office
Matt Bagnard is a Director in the firm’s Los Angeles office, serving as a main point of contact for many of Pathstone’s ultra-high net worth clients. He regularly partners with senior executives or works independently with the creation of customized financial solutions designed to meet clients’ individual needs and wealth objectives. Matt supports some of the firm’s more intricate family office relationships, providing a wide range of investment advisory services. In addition to his client advisory responsibilities, Matt is a voting member on the Pathstone Alternatives Sub Committee and plays a key role in the firm’s business development initiatives.
Prior to joining Pathstone, Matt began his career in 2013 as an Associate at Convergent Wealth Advisors, providing holistic financial advice and outsourced financial family office solutions to UHNW clients and institutions.
Matt earned his Bachelor of Science degree in Business Administration (concentrating in Finance) from the University of Southern California’s Marshall School of Business. Matt also holds the Chartered Financial Analyst® designation from the CFA Institute and is a member of the CFA Society in Los Angeles. Further, Matt has taken and passed the Financial Industry Regulatory Authority (FINRA) Series 65 exam.
Outside of work, Matt enjoys being active by regularly playing beach volleyball and golfing. He is an avid sports fan, enthusiastic USC Alumnus and enjoys spending time with his family.
A Chartered Financial Analyst (CFA®) is a professional designation given by the CFA Institute that measures and certifies the competence and integrity of financial analysts. Candidates are required to pass three levels of exams covering areas such as accounting, economics, ethics, money management, and security analysis.
