T. Matt Brann, CFA

T. Matt Brann serves as Executive Vice President of Business Development and is based in Banyan’s Dallas/Fort Worth office. His primary responsibility is to oversee the firm’s Business Development team and national business development efforts. Matt also frequently represents Banyan Partners at conferences and other speaking events across the country.

With over 16 years experience in the investment industry, Matt began his career at Fidelity as an equity and options trader for Fidelity Brokerage Company’s Spartan Trading Group and later became a Vice President at Fidelity Investments responsible for brokerage sales and distribution across the western United States. Prior to joining Banyan, Matt was the Managing Director of Shamrock Asset Management. Matt is also the Founder and former Managing Director of Mosaic Asset Management where he developed and managed several successful tactical portfolio models.

Matt earned a bachelor’s degree from Brigham Young University and a master’s degree in Investment Management from Boston University. Matt holds Chartered Financial Analyst (CFA) designation from the CFA institute and is a member of the CFA Institute and CFA Society of Dallas–Fort Worth.