Matt Summers is a senior client relationship associate with William Blair's Private Wealth Management group. In this capacity, he assists high-net-worth private clients and families in determining their investment objectives, assessing risk, identifying suitable investment strategies, and evaluating their performance. Matt has extensive experience in cash flow management and is committed to client service excellence. Before joining the firm, Matt was a portfolio analyst with Brown Advisory Securities, LLC and before that worked in cash management and fixed income trade support for Morgan Stanley.
Matt has his B.S. from University of Maryland University College.
Year William Blair was founded
Independent and employee-owned
Companies under coverage
As of September 30, 2023
*Includes strategic partnerships with Allier Capital, BDA Partners, and Poalim Capital Markets.