We are excited to announce that Matt Sampson, CFP® has joined the firm as a Senior Investment Advisor. Mr. Sampson will work with private clients, developing long-term investment and wealth strategies, managing client investment portfolios, and providing strategic financial planning and analysis.

Matt Sampson joins with more than ten years of industry experience, bringing a thorough understanding of the wealth planning and investment landscape, as well as a depth of knowledge on a range of complex financial planning strategies. He previously served at Ferguson Wellman Capital Management and First Republic Bank. His full biography is available here.

Firm Co-CEO Reegan Rae, CPWA®, comments, “Matt adds tremendous strength to our team, and our clients will benefit deeply from his planning expertise and experience in areas such as strategic gifting and tax planning. He’s dedicated to helping clients build long-term wealth planning programs, and attentive to every detail of the process. I’m very excited to bring him on.”

“Matt’s skill, knowledge, and professional experience are a great addition to Arnerich Massena’s advisory team,” Co-CEO Bryan Shipley, CFA, CAIA, adds. “His commitment to service and leadership will be a strong fit for Arnerich Massena’s ethos. I’m very pleased he is joining our firm and look forward to working with him.”

“I’m excited to be part of a team that is so dedicated to their clients and community,” Mr. Sampson remarks. “Arnerich Massena is truly focused on building relationships and partnerships with their clients, and on doing the deep work it takes to make sure their financial and investment needs are met. I’m excited to have the opportunity to bring my strengths and knowledge to Arnerich Massena’s mission of building lasting legacies in service of a greater good.”