Matthew B. Terzian, CFA, CFP®
Matt has over two decades of investment and capital markets experience, having managed over $2 billion of assets, including equities, fixed income, and real estate in his career. Prior to joining ACM, Matt was a Portfolio Manager at Resources Management Corp; Bradley, Foster & Sargent and BNY Mellon Wealth Management.
Matt is a CFA charter holder and holds the CFP® designation. He earned a Bachelor of Arts from the University of California, Santa Barbara and an MBA from the University of Southern California. He is currently a board member for the Warner Theatre in Torrington, CT. He served three terms as Chairman of the Board of Education in Litchfield, CT, and one term as Treasurer of the newly created Region 20 Board of Education in Litchfield County, CT. Previously, Matt was a founding board member of KidsPlay Children’s Museum in Torrington, CT, a trustee for the Litchfield Historical Society, and was Vice Chairman of the Town of Litchfield Board of Finance.
Matt lives in Litchfield, CT, with his wife, Jennifer, their three children, and their black lab, Mary. He enjoys fishing, winter sports, the beach, college football and spending time with his family. He is a published author, musician, a second-degree black belt in Tae Kwon Do and a third-degree black belt in Tang Soo Do.
- Consider a Roth IRA Conversion
- Zen and the Art of Wave Riding
- Looking Beyond The Numbers: The Role of Your Advisor
- Moving to Cash: Can Be a Drag.
