Matthew Gagnon, CFA

Senior Investment Analyst III

Matthew Gagnon is a senior investment analyst at 1st Global, where he performs due diligence, manager oversight, research, reporting, consulting, and portfolio management support for the Investment Management Solutions (IMS) advisory platform. He joined the company in 2018 and is dedicated to providing comprehensive, robust investment strategies to grow and protect wealth, which empowers clients to focus on living their life rather than worrying about their investments. 

Prior to 1st Global, Matthew was a portfolio manager and investment management advocate at United Capital Financial Advisers. His passion for investing began when he first encountered the idea of diversification and portfolio construction in college. He found the idea of multiple investments acting differently within a portfolio to generate growth fascinating. He enjoys helping others and values personal responsibility.

Matthew received his Bachelor of Science in Business Administration from the University of Denver. He holds the Chartered Financial Analyst (CFA) designation and is a member of the CFA Institute, CFA Society of Dallas-Fort Worth, Junior Achievement of Dallas and Salvation Army.