Matthew B. Cochran, CFA
Matthew is responsible for implementing the firm’s investment strategies and day-to-day management of client portfolios.
Partner, LBA Wealth Management
Phone: (904) 394-0841 |
Matthew, a Partner with LBA Wealth Management, serves as a Portfolio Manager and is responsible for implementing the firm’s investment strategies and day-to-day management of client portfolios. He works with Chief Investment Officer, Dave Albaneze, on making global asset allocation decisions and tactical adjustments to portfolios.
Prior to joining LBA in 2011, Matthew worked as a financial representative with Ameriprise, as a securities trader with Bank of America in Charlotte, NC, and as a portfolio manager with Merrill Lynch in Jacksonville. He received his Bachelor’s degree in Finance and Banking from Appalachian State University.
Matthew has earned the right to use the Chartered Financial Analyst designation. The CFA designation is globally recognized and attests to a charter holder’s success in a rigorous and comprehensive study program in the field of investment management and research analysis. His is also a member of the CFA Society of Jacksonville.
Matthew lives in Avondale with his wife Lori and son Charlie. He is a big brother in the Big Brother Big Sister program and is active in his local church.
Articles by Matt:
The Best 5 Questions to ask a Financial Advisor – LBA Advisor June 2015