Chief Investment Officer
Matt manages the firm-wide investment process using his market knowledge and insight to develop portfolios that take a long-term view of the markets and are positioned to endure through market fluctuations. He joined Sunflower Bank over six years ago as a portfolio manager before being promoted to Chief Investment Officer in 2021. In this role, Matt conducts trading on all advisory client accounts including unique tax-optimized scenarios; monitors ongoing cash management; and ensures regular rebalancing to keep portfolios in line with targets and/or implement model changes.
Our approach for all Sunflower Bank and First National 1870 client accounts centers on reducing costs, managing risk, and incorporating tax considerations. This philosophy drives Matt’s focus in pursuit of the best possible investment outcome and net returns for each client’s goals and circumstances.
Matt has a Series 65 license and achieved the Chartered Financial Analyst (CFA®) charter demonstrating expertise in investment management and analysis. He holds a B.B.A. in Finance from the University of Missouri and an M.B.A. in Finance and Entrepreneurship from the University of Missouri-Kansas City. His previous experience includes serving as a Bank Examiner for the Federal Reserve Bank of Kansas City and as Strategy Analyst for a boutique investment firm.
What is your best lesson learned?
Be humble and never stop asking questions.
What is a favorite moment in your career?
A favorite part of my role is that I get to travel to different parts of the country and spend time with colleagues and clients. It allows you to build deeper connections, which makes working with people more enjoyable. I always make time to visit local sites and eat the local food too. It is the best way to get the most out of traveling.