Henry joined our Dallas team in 2022. With a BA in finance and entrepreneurial studies from Xavier University and two years of experience in the private wealth space, he was ready to jump into work at Matter with both feet. He is currently on track to earn his CFA Level 2 Certificate, as well.
A numbers guy at heart, Henry is both an analytical and creative thinker. He takes pride in simplifying balance sheets and portfolios so they are more meaningful for Matter families and enjoys finding innovative ways to help them meet financial goals. Whether he is building a budget for a teenager or finding unique equity or market opportunities for a seasoned investor, Henry is passionate about making personal connections with the family members he serves.
Henry participates in the Buddy Walk in Dallas to raise awareness and funds for young people with Down syndrome. He appreciates the opportunity to support community and loves to see the joy the event brings to children who attend. He loves to get outside under the sun whenever he can, and especially enjoys golfing and trips to the beach with friends. Henry also likes reading about and staying current on the state of finance and the markets, and he’ll never pass up a good BBQ — especially if it’s Kansas-style.