Appearances On:

Matthew Rice 2, CFA, CAIA

CHIEF INVESTMENT OFFICER, CHARTERED FINANCIAL ANALYST

Matthew Rice is a Chartered Financial Analyst® that’s serves as Chief Investment Officer at Goldstone Financial Group, where he oversees the firm’s investment strategy and portfolio management for clients nationwide. With nearly 30 years of experience and a career spanning the oversight of more than $260 billion in both client assets and institutional assets, Matthew brings extensive experience in portfolio construction, market strategy, and fiduciary stewardship.

At Goldstone, he directs the investment management and strategies helping families achieve their goals with managed risk, reliable income, lasting financial confidence in retirement and legacy.

Prior to Goldstone, Matthew served as Managing Partner and CIO of Fiducient Advisors where he also trained and mentored dozens of CFA’s, Financial Analyst’s and other future CIO’s.

A Northwestern University graduate and CFA®/CAIA® charter holder, Matthew is also a published author and respected national voice in institutional investing and retirement strategy.

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