Matthew M.
Obert
CFA® and Financial Advisor, Market
Leader, Denver
303.770.5401 | matt.obert@imacorp.com
Matt is a Financial Advisor & Market Leader with IMA Private Wealth, in Denver. He brings extensive experience across investment management and advisory leadership, including roles as a Wealth Director at BNY Mellon and a Portfolio Manager with Schwab Private Client Investments, as well as leadership roles with LPL Financial and Coordinated Financial Services, Inc.
Matt earned a Master of Business Administration (Finance) from the University of Colorado Denver and a Bachelor of Arts in English from the University of Missouri. He is also a Chartered Financial Analyst® (CFA®) charterholder. The CFA charter is a globally respected investment credential awarded by CFA Institute.
Outside of work, Matt is active in his community. He serves as a board member of the Dawg Nation Hockey Foundation, is a strong supporter of the Make-A-Wish Foundation, is a member of the Knights of Columbus, and has volunteered with the Boys & Girls Club of America. He and his wife, Amy, have a daughter and two sons. If the weather is warm it’s baseball, volleyball and golf and if it’s cold they will be skiing!