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Profile

Matthew Kennedy, MBA
New Zealand, Ireland & France.
United States History.
“Children grow up way too fast. Make the most of the time you have with them.”
Professional baseball player.
San Francisco 49ers & San Francisco Giants.
About Matthew
- Objective: Matthew's goal is to be an integral member of an innovative, independent wealth management firm that delivers comprehensive financial planning to both families and individuals.
- Snapshot: Matthew has more than 10 years of experience in the financial services industry; he has expertise in portfolio strategy, securities selection, and sector analysis.
Experience
- Senior Vice President, Lazard Capital Markets, San Francisco, CA; managed relationships with key institutional money managers
- Director, Oppenheimer & Co., San Francisco, CA; led the firm’s West Coast distribution of equity research and capital markets underwriting
Education
- University of San Francisco, School of Management, MBA in Finance
- San Francisco State University, MA, International Relations
- California State University, Chico, BA, History
