Matt Matrisian
Company: Signature Estate & Investment Advisors
Position: President
As President of Signature Estate & Investment Advisors, LLC (SEIA), Matt Matrisian believes the most transformative investment outcomes emerge when visionary leadership meets unwavering commitment to advisor empowerment and client success. His appointment to this pivotal role represents the culmination of a three-decade journey dedicated to reimagining how wealth management firms can scale with purpose while preserving the personal touch that defines exceptional service.
Matt's philosophy centers on a profound truth: sustainable growth is not about expanding footprints—it's about expanding possibilities. Throughout his distinguished career, he has championed the belief that the financial services industry's greatest potential lies in its ability to simplify complexity, democratize sophisticated planning tools, and create seamless experiences that allow advisors to focus on what they do best—building lasting relationships with their clients. This vision now guides SEIA's national expansion strategy, where each new office and strategic acquisition represents an opportunity to extend the firm's client-centric mission to underserved communities across the country.
At SEIA, Matt co-leads alongside CEO Brian Holmes in orchestrating the firm's ambitious growth trajectory, transforming $30+ billion in assets under advisement into a platform for advisors to achieve their highest potential. His leadership approach transcends traditional metrics, focusing instead on creating an ecosystem where cultural authenticity thrives alongside operational excellence. Under his guidance, SEIA has redefined industry standards by maintaining sub-5% advisor attrition rates in acquired practices—a testament to his belief that growth should strengthen, not dilute, the human connections that drive success.
Drawing from his transformative tenure at AssetMark, where he helped scale assets under management from $20 billion to $140 billion, Matt brings a unique perspective on technology's role in wealth management. He sees innovation not as a replacement for human insight, but as an amplifier of advisor capabilities.
Matt's career leadership has consistently focused on identifying growth opportunities that create lasting value—building new channels that expand client relationships, developing market segments that fuel sustainable profitability, and evaluating strategic partnerships that enable meaningful expansion. His expertise in mergers and acquisitions stems from a deep understanding that successful integration requires more than operational alignment; it demands cultural harmony and shared vision.
As a sought-after industry voice, Matt has shared his insights at over 150 conferences and authored more than 30 articles, including "The Power of Practice Management: Best Practices for Building a Better Advisory Business." His thought leadership reflects his core belief that the industry's future belongs to firms that can balance sophisticated capabilities with genuine human connection—a philosophy that now drives SEIA's mission to become the nation's premier destination for both advisors seeking to elevate their practice and clients seeking comprehensive wealth management solutions.
Under Matt's leadership, SEIA is not merely expanding—it is evolving into a platform where ambitious advisors can build thriving practices while delivering the sophisticated wealth management solutions that today's clients demand. His vision for the firm extends far beyond traditional growth metrics, encompassing a future where SEIA serves as a catalyst for industry transformation, setting new standards for how wealth management firms can scale with integrity, innovate with purpose, and succeed with heart.