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