Matthew P. Goette
Matthew P. Goette – CFA, CFP®, AIF®
Matt founded Black Diamond Financial, LLC to revolutionize the financial advisory industry by providing clients a high level of fiduciary service at a low cost. Matt specializes in advising high-net-worth individuals and institutions with extensive expertise in asset allocation, tax efficient investment strategies and retirement planning.
In addition, Matt has experience advising investment committees for foundations, endowments, and pension plans, as well as working with companies to construct low cost, highly diversified 401(k) retirement solutions for their employees.
Before founding Black Diamond Financial, Matt was a senior investment professional in the Venture Capital Group of Harbert Management Corporation where he invested a $52 million fund in early stage technology and healthcare companies. Prior to joining Harbert, Matt spent five years with Jefferies & Company, Inc. in their Investment Banking Group. While at Jefferies, he helped orchestrate numerous merger and acquisition, restructuring, equity, and debt transactions. Prior to joining Jefferies, he worked in the Investment Banking Group of BB&T Corporation.
Matt holds a Bachelor of Business Administration with a double major in finance and economics from The College of William and Mary, where he graduated with High Honors. Matt is also a Chartered Financial Analyst, CERTIFIED FINANCIAL PLANNER™, Accredited Investment Fiduciary, and member of the CFA Society of Baltimore.