Matthew B. Swan

Operations Specialist

mswan@meritageportfolio.com

Matt supports the operations team’s reconciliations, movement of cash/securities, and client performance reports. He analyzes and is involved with the implementation of new operational processes. He also handles special projects for the investment and operations team. His background includes broker/dealer investment operations and credit analysis experience.

Matt joined Meritage in June of 2018. He received his B.B.A in Finance from the University of Missouri-Kansas City with honors. Upon graduation he was one of four students to be awarded the 2014 Henry W. Bloch Award of Academic Excellence. He is an Eagle Scout from Troop 396 of the Boy Scouts of America.

Matt enjoys reading up on the latest investment trends, driving his Chevy Camaro, and trap shooting.

Quote:  “An illusion is that short-selling is somehow more dangerous than buying a stock for a price. A stock can go up to infinity and down only to zero. There is no danger that cannot be provided for by adequate diversification.” – Alfred Winslow Jones