Signature Estate & Investment Advisors has named Matt Matrisian as president, part of an ongoing effort to expand the firm’s national footprint following a year of record growth.
The Los Angeles-based RIA, which surpassed $30 billion in assets under advisement in 2024, reported a more than 30 percent increase in AUA over the past year.
In his new role, Matrisian will co-lead the firm's national expansion strategy alongside chief executive officer Brian Holmes, with a focus on acquisitions, organic growth initiatives and advisor support.
“Leveraging my experiences across M&A, technology, and advisor engagement to accelerate SEIA's national expansion is incredibly exciting,” Matrisian, who's stepping into the president role at SEI on Monday, said in a statement. “I look forward to building on the firm's momentum and creating scalable growth opportunities that will benefit both advisors and their clients.”
Matrisian joins SEIA with more than 15 years of experience in mergers and acquisitions and strategic growth, including leadership roles at AssetMark and Raymond James Financial.
During his tenure at AssetMark – where he progressed through a variety of key leadership roles including senior vice president and chief channel officer and, most recently, head of client growth – he helped grow the platform to over $140 billion in assets under management, overseeing initiatives across enterprise sales, business consulting and post-acquisition organizational design.
One of Matrisian’s priorities at SEIA will be strengthening the infrastructure and resources available to its advisors, with an emphasis on enhancing services around estate, tax and financial planning.
He is also expected to help drive consistent client experiences across the firm’s expanding network of offices.
“Matt's proven track record in M&A, channel expansion, scaling wealth management platforms and advisor technologies makes him the ideal leader to help us expand our national footprint,” said Holmes.
As part of its broader leadership realignment, SEIA also named Eric Rosen as chief growth and strategy officer and Howard Chen as chief operating officer.
The firm has bolstered its advisor and home office ranks by 58 hires over the past year, while adding locations in Arizona, South Florida, Utah, San Francisco and Tennessee.
That includes its acquisition of $2 billion RIA Cedar Brook in Cleveland, announced in April last year, and a Hollywood advisor who came home to SEIA in a full-circle moment in December after it acquired her firm.
Additional offices in North Carolina and Texas are expected to open soon.
Nine-month electronic trading freeze and share lending program at the center of dismissed claim.
Meanwhile, Rossby Financial's leadership buildout rolls on with a new COO appointment as Balefire Wealth welcomes a distinguished retirement specialist to its national network.
With a smaller group of companies driving stock market performance, advisors must work more intentionally to manage concentration risks within client portfolios.
Professional athletes are often targets of scam artists and are particularly vulnerable to fraud.
The brokerage giant tells Wall Street it will use artificial intelligence to reach clients it has never been able to serve — and turn the technology's perceived threat into a competitive edge.
As technical expertise becomes increasingly commoditized, advisors who can integrate strategy, relationships, and specialized expertise into a cohesive client experience will define the next era of wealth management
Growth may get the headlines, but in my experience, longevity is earned through structure, culture, and discipline
