Regional Managing Director
Matt Robertson is the regional managing director for the Southeast region, including offices in Florida, North Carolina, and the Washington, D.C. area. He oversees strategy and client management as well as mentors team members and leaders in his region.
Prior to his responsibilities with Abbot Downing, Matt was regional managing director of Wells Fargo Family Wealth for the Southeast region. He came to Wells Fargo from Calibre, where he was the head of investments and chaired Calibre’s investment committee. Before Calibre, Matt was director for Wachovia’s Offitbank providing investment consulting services to multigenerational client families. Prior to joining Wachovia, he was a senior portfolio manager with SunTrust Bank in Orlando, Florida.
Matt holds a master's degree in finance from Louisiana State University and a bachelor's degree in business administration from Nicholls University. He is a holder of the right to use the Chartered Financial Analyst® designation. He is a member of the Association for Investment Management and Research and the South Florida Society of Financial Analysts.
Matt and his wife have two children and make their home in Palm Beach, Florida.