Matthew Rice, CFA, CAIA
You're missing out if you don't have a complete investment plan.
Let's talk and make sure you're making every dollar work for you.
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Goldstone Financial Group
CHIEF INVESTMENT OFFICER, CHARTERED FINANCIAL ANALYSTChief 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.