Matt Dickey, MBA
Managing Director
Matt has over 20 years of experience in the financial services industry and investments to support clients’ success. He started his career in the private sector focusing on investments and transitioned from the private sector to public before joining Wealthspire. Matt has extensive experience and knowledge in private, public and non-profit retirement plans, both defined benefit, defined contribution, deferred compensation, and Other Post Employment Benefits (OPEB, RHS, HRA). As a former Treasury Manager and Finance Director at municipalities in Florida overseeing $2.5 billion in assets Matt has experience working on the advisory side as well as serving as a Retirement Plan Committee member for multiple organizations. Matt graduated from Texas Tech University with a Bachelor’s in general studies. He graduated from Rollins College with an M.B.A. Matt has been with the firm since 2019.
Please Note: Limitations. Professional designations, certifications, degrees, or licenses, recognition by publications or organizations, membership in professional organizations, or prior experience or success should not be construed by a client or prospective client as a guarantee of a certain level of results or satisfaction if Wealthspire is engaged, or continues to be engaged, to provide investment advisory services.
