Matthew Lubatty, WMS

Associate Portfolio Manager II

North Scottsdale, Arizona

Matt manages client portfolios and supports trading implementation, contributing to investment operations and collaborating closely with the Investment Team. His work emphasizes accuracy, liquidity management, and tax-aware execution.
Born and raised in Denver, Matt brings experience supporting high-net-worth clients, portfolio operations, and large asset transfers within a wealth management environment. He holds a B.S. in Finance from the University of Colorado Boulder and earned the Wealth Management Specialist (WMS) designation.
Matt’s approach is process-driven and pragmatic. He focuses on disciplined execution, risk controls, and cost efficiency, believing consistent rebalancing and clear communication help keep portfolios aligned with client goals.
Outside of work, Matt enjoys golfing, cooking, and watching sports with friends. He values time with family and spending time outdoors in Colorado.