Matt Fitzsimmons
Directeur des opérations chez The Watchman Group, Inc.
Profil
Mr. Matthew E.
Fitzsimmons is a Senior Wealth Manager at The Watchman Group, Inc. and a Member at CFA Society of Dallas-Fort Worth, Inc. He has worked over 20 years in the investment industry serving individuals and institutions as an independent advisor.
Mr. Fitzsimmons joined The Watchman Group in 2017 from True North Advisors where he spent 17 years and was a principal.
During his tenure at True North, he built out the firm's investment platform, served on the management team and worked directly with individuals and institutions on their investment and planning needs.
Prior to True North, Mr. Fitzsimmons worked as an investment analyst for Lockwood Financial building investment plans and conducting manager due diligence.
In 2015, he participated in the Schwab Executive Leadership Program, an elite training program for next generation leaders in the RIA industry.
He earned a BBA degree in Finance from Southern Methodist University.
Postes actifs de Matt Fitzsimmons
| Sociétés | Poste | Début |
|---|---|---|
| CFA Society of Dallas-Fort Worth, Inc. | Corporate Officer/Principal | - |
The Watchman Group, Inc.
 The Watchman Group, Inc. Investment ManagersFinance The Watchman Group, Inc. (TWG) is an independent, SEC-registered investment adviser and wealth management firm headquartered in Plano, Texas. The firm was founded by Mark Robinson in 2004. TWG provides wealth management, financial planning, consulting, and investment management services to individuals, pension and profit-sharing plans, trusts, estates, charitable organizations, corporations and business entities. | Directeur des opérations | 01/01/2017 |
Anciens postes connus de Matt Fitzsimmons
| Sociétés | Poste | Fin |
|---|---|---|
True North Advisors LLC
 True North Advisors LLC Investment ManagersFinance True North Advisors LLC (True North) is a SEC-registered investment advisor and wealth management firm headquartered in Dallas, Texas. The firm was co-founded by Scott A. Wood and Mark H. Gehlbach in 2000. True North offers focused wealth and investment solutions to high-net-worth families, entrepreneurs, and institutions across the country. | Corporate Officer/Principal | - |
Formation de Matt Fitzsimmons
| Southern Methodist University | Undergraduate Degree |
Expériences
Fonctions occupées
Relations
Relations au 1er degré
Entreprises liées au 1er degré
Homme
Femme
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Sociétés liées
| Entreprise privées | 3 |
|---|---|
The Watchman Group, Inc.
The Watchman Group, Inc. Investment ManagersFinance The Watchman Group, Inc. (TWG) is an independent, SEC-registered investment adviser and wealth management firm headquartered in Plano, Texas. The firm was founded by Mark Robinson in 2004. TWG provides wealth management, financial planning, consulting, and investment management services to individuals, pension and profit-sharing plans, trusts, estates, charitable organizations, corporations and business entities. | Finance |
True North Advisors LLC
True North Advisors LLC Investment ManagersFinance True North Advisors LLC (True North) is a SEC-registered investment advisor and wealth management firm headquartered in Dallas, Texas. The firm was co-founded by Scott A. Wood and Mark H. Gehlbach in 2000. True North offers focused wealth and investment solutions to high-net-worth families, entrepreneurs, and institutions across the country. | Finance |
| CFA Society of Dallas-Fort Worth, Inc. |
