Matheus (Matt) Cavallari brings nearly 20 years of experience in the financial industry and in high-level policymaking. Matt worked for nearly a decade for a multi-strategy hedge fund, initially as chief economist and later as partner and principal portfolio manager.
As a financial advisor, Matt collaborates closely with individuals to understand their financial goals, risk tolerance, and unique constraints. He then develops tailored financial plans, investment strategies and risk mitigation approaches that will help individuals to achieve their life goals, whether it's saving for retirement, funding education, or planning for major life events. Matt is committed to building strong client relationships and delivering comprehensive financial solutions based on trust, integrity, and excellence.
Throughout his career, Matt has demonstrated experience in asset management strategies and fundamental investing. Matt holds FINRA series 7 and 66 registrations as well as the appropriate life and health licenses.
Matt’s qualifications include a M.Sc. in Economics from Pontifical Catholic University of Rio de Janeiro and a B.Sc. in Economics from State University of Campinas, both achieved with merit scholarships. He has authored book chapters, policy reports and op-ed pieces on capital markets and macroeconomics.
California insurance license # 4538594