Profile
Mr. Matthew McKay is a Portfolio Manager & Partner at Briaud Financial Planning, Inc. His responsibilities include the oversight of client portfolios, managing our investment operations team, research and due diligence of new investment opportunities and the communication of Briaud’s investment strategy.
He is a graduate of The University of North Carolina at Greensboro and obtained a Certificate in Financial Planning from North Carolina State University.
Matt McKay active positions
| Companies | Position | Start |
|---|---|---|
Briaud Financial Planning, Inc.
Briaud Financial Planning, Inc. Investment ManagersFinance Briaud employs a macro investment strategy and then choose a combination of funds and individual securities to build a portfolio in line with their recommended asset allocation. The firm uses a combination of fundamental and technical analysis when selecting funds or securities. | Analyst-Equity | 2017-02-28 |
Training of Matt McKay
Experiences
Positions held
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Inactive
Listed companies
Private companies
Linked companies
| Private companies | 2 |
|---|---|
Briaud Financial Planning, Inc.
Briaud Financial Planning, Inc. Investment ManagersFinance Briaud employs a macro investment strategy and then choose a combination of funds and individual securities to build a portfolio in line with their recommended asset allocation. The firm uses a combination of fundamental and technical analysis when selecting funds or securities. | Finance |
The University of North Carolina at Greensboro
The University of North Carolina at Greensboro Other Consumer ServicesConsumer Services Functions as a College/University | Consumer Services |
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