Matthew F. Barrett
Wealth Advisor Associate
About Matthew
Matthew Barrett is a wealth advisor associate with William Blair’s Private Wealth Management group. In this capacity, Matt works in tandem with Robert Hopkins, Darcy Carroll, and Hunter Purcell in assisting individuals and their families in determining their investment objectives, assessing risk, identifying suitable investment strategies, and evaluating their performance. He has extensive experience in asset allocation modeling as well as trading, stock option exercise plans, and restricted stock plans. Before joining the firm, Matt was a portfolio manager with Brown Advisory Securities, LLC.
Matt is an avid part of the community and has been a part of Big Brothers/Big Sisters, Habitat for Humanity, and Barc's, and is currently involved with First Fruit Farms and WAAAG Animal Rescue. Matt studied at both Stony Brook, and received his B.S. in economics from Towson University.
About William Blair
William Blair is a premier global boutique with expertise in investment banking, investment management, and private wealth management. We provide advisory services, strategies, and solutions to meet our clients’ evolving needs. As an independent and employee-owned firm, together with our strategic partners, we operate in more than 20 offices worldwide.*
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1935Year William Blair was founded
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1,900+Employees worldwide
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149 billion+Client assets
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89 YearsIndependent and employee-owned
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20+Offices worldwide
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~650Companies under coverage
As of September 30, 2024
*Includes strategic partnerships with Allier Capital, BDA Partners, and Poalim Capital Markets.