Matt Wiles
CFP®
Executive Managing Director
- Leadership Team
- Investment Oversight Committee
- Shareholder
Matt Wiles is an Executive Managing Director and shareholder at Pathstone, leading the day-to-day strategic management and operations of the firm’s Boulder and Denver offices. Matt is responsible for the region’s growth, team, and culture. Additionally, Matt serves as a trusted advisor to a select group of entrepreneurs and business owners by providing personalized solutions to meet clients’ financial and personal objectives. Matt is a member of Pathstone’s Regional Leadership Team and Investment Oversight Committee.
Matt joins Pathstone from Crestone Capital. Matt began his Crestone career on the Client Advisory team, where he was promoted to Director of Client Advisory, forging enduring relationships with high net worth individuals and families, ensuring their wealth was nurtured and preserved by providing customized solutions and bespoke investment opportunities. Matt’s trailblazing leadership culminated in a promotion to President, a role that exemplifies his profound influence and leadership within the firm.
As an industry veteran, Matt spent his career prior to Crestone building his financial acumen at Mount Yale Capital Group in Denver, Colorado, and Unicom Capital, LLC, a Denver-based hedge fund, where he gained invaluable insights into the complexities of financial markets.
Matt’s leadership extends to the esteemed University of Colorado Investment Policy Committee, focused on the institution’s investment strategies and fostering financial prosperity. Matt is a member of YPO Colorado and YPO International, engaging with a global community of leaders, forging connections, and exploring innovation and inspiration.
Matt’s unwavering pursuit of knowledge and excellence led him to earn a Bachelor of Science in Finance from the University of Colorado Boulder, where his intellectual curiosity and drive laid the foundation for his career.
Outside of work, Matt loves to spend time with his wife and three boys, and also enjoys running and playing golf.
Group
Certification
Offices
Matt Wiles is an Executive Managing Director and shareholder at Pathstone, leading the day-to-day strategic management and operations of the firm’s Boulder and Denver offices. Matt is responsible for the region’s growth, team, and culture. Additionally, Matt serves as a trusted advisor to a select group of entrepreneurs and business owners by providing personalized solutions to meet clients’ financial and personal objectives. Matt is a member of Pathstone’s Regional Leadership Team and Investment Oversight Committee.
Matt joins Pathstone from Crestone Capital. Matt began his Crestone career on the Client Advisory team, where he was promoted to Director of Client Advisory, forging enduring relationships with high net worth individuals and families, ensuring their wealth was nurtured and preserved by providing customized solutions and bespoke investment opportunities. Matt’s trailblazing leadership culminated in a promotion to President, a role that exemplifies his profound influence and leadership within the firm.
As an industry veteran, Matt spent his career prior to Crestone building his financial acumen at Mount Yale Capital Group in Denver, Colorado, and Unicom Capital, LLC, a Denver-based hedge fund, where he gained invaluable insights into the complexities of financial markets.
Matt’s leadership extends to the esteemed University of Colorado Investment Policy Committee, focused on the institution’s investment strategies and fostering financial prosperity. Matt is a member of YPO Colorado and YPO International, engaging with a global community of leaders, forging connections, and exploring innovation and inspiration.
Matt’s unwavering pursuit of knowledge and excellence led him to earn a Bachelor of Science in Finance from the University of Colorado Boulder, where his intellectual curiosity and drive laid the foundation for his career.
Outside of work, Matt loves to spend time with his wife and three boys, and also enjoys running and playing golf.
