Matt Caire joined Houston Trust Company in 2014. As Vice President of Investments, he is responsible for managing approximately $200 million in fixed income investments, performing equity manager due diligence and constructing the asset allocation for client accounts. Mr. Caire previously was a Portfolio Manager with Patriot Wealth Management, where he managed approximately $500 million in fixed income investments. Prior to that, Mr. Caire was a Research Associate and Bond Trader with Linscomb & Williams.
Mr. Caire has served on the Board of Directors of the Financial Planning Association of Houston, for which he was also the Symposium Director for 2014 & 2015 and was the Education Director in 2012. He currently serves as the Co-Chair for the Houston CMT Association and he is a member of the CFA Institute and the CFA Society of Houston.
Mr. Caire holds a Bachelor Degree in Business Marketing-Cum Laude from Texas State University and a Masters of Finance Degree from Tulane University’s Freeman School of Business. He is also a CFA® charterholder, CERTIFIED FINANCIAL PLANNER™ (CFP®) professional and a Chartered Market Technician (CMT). Mr. Caire Serves an Arbitrator for FINRA (Financial Industry Regulatory Authority) and is an Eagle Scout.