Matthew Obert, CFA, MBA
Matt is the Managing Partner for Coordinated Financial Services. He has a passion for helping individuals and families solve complex financial issues in order to work towards the goals they’ve worked so hard to pursue.
He has 20 years of experience in the investment management arena. Prior to joining Coordinated Financial Services, he was a VP at Charles Schwab, Director at BNY Mellon Wealth Management and was an originating member of Schwab Private Client Investment Advisory, where he served as a Manager, Portfolio Consultant responsible for an advisory practice totaling more than $400 million.
Matt received his bachelor’s degree from the University of Missouri-Columbia and his MBA from the University of Colorado. He is a CFA1 Charterholder and is a member of the CFA Institute and the CFA Institute of Colorado.
He is a Board Member of Dawg Nation Hockey Foundation, Member of the Knights of Columbus, and has volunteered with the Boys and Girls Club of America. He and his wife Amy have a daughter and 2 sons. If the weather is warm it’s baseball, volleyball and golf and if it’s cold they will be skiing!
- Series 7 – General Securities Representative Examination
- Series 63 – Uniform Securities Agent State Law Examination
- Series 66 - NASAA Uniform Combined State Law Examination
- CFA Institute
- CFA Institute of Colorado
1Charterholders must undergo a rigorous course of study that prepares them for advanced investment analysis and real-world portfolio management. To earn the CFA® credential, candidates must complete a graduate-level, self-study curriculum and a series of three intensive exams, requiring at least 900 combined hours of study.