GROWTH & IMPACT WEEK SPEAKER LINEUP
The speakers at Growth and Impact Week are award-winning advisors, operators, and thought leaders who don’t just understand growth and impact, they execute it. Each speaker has been selected for their ability to translate methodology into real-world implementation, sharing how they’ve built in-demand practices through intentional, ROI-driven relationships with business owners. Expect candid perspectives, practical frameworks, and honest discussion around what works in today’s market, from client selection and trust-building to accountability, culture, and value creation. This is not a stage of theorists; it’s a room of practitioners committed to helping you apply what you learn and accelerate results in your firm.
Matthew Smith
Matthew Smith is a Portfolio Manager and Private Wealth Advisor at Morgan Stanley Private Wealth Management. Matthew works with high net worth families to create and implement strategies that include investment management, estate planning, and cash...
ABOUT MATTHEW
Matthew Smith is a Portfolio Manager and Private Wealth Advisor at Morgan Stanley Private Wealth Management. Matthew works with high net worth families to create and implement strategies that include investment management, estate planning, and cash management.
Matthew was previously a Managing Director at the J.P. Morgan Private Bank where he most recently supervised a team of bankers, associates, and analysts that focused on wealthy individuals who owned and operated their own privately held businesses. From 2014 to 2016, Matthew was Market Manager for J.P. Morgan’s High Net Worth Market in Dallas.
Prior to his role as Market Manager in Dallas, Matthew spent 19 years in Houston. His experience there included roles in the commercial banking units at Wells Fargo and Chase Bank. From 1998 to 2004 he was the Development Director for Tondu Corporation, a privately held holding company involved in power generation, materials science and commodities.
Matthew received a B.S. in Business Administration from Trinity University and an MBA from Southern Methodist University. Personally, Matthew enjoys spending time outdoors with his wife and four daughters.