James Matt - Portfolio Manager/Owner

James Matt - Portfolio Manager/Owner

Portfolio Manager/Owner

Office: 602.282.0189
Mobile: 480.297.4137
Fax: 480.502.9121

James has spent more than 20 years in the financial services industry.  Prior to the formation of Pogson & Matt Wealth Management Group, he worked at Fidelity Investments in Scottsdale, Arizona for ten years.  While at Fidelity, James worked with the Private Access Group as Vice President & Senior Account Executive managing over $1 billion in client assets.  During his tenure at Fidelity, James helped his clients establish comprehensive investment and financial planning strategies.  In addition, he also worked with CPA's and estate planning Attorneys to prepare customized tax and estate plans.

Before moving to Scottsdale in 1999, James spent five years with Putnam Investments in Boston, Massachusetts.  At Putnam, he worked with the Institutional Management Group as an Associate Investment Specialist responsible for designing investment products for their defined benefit clients. James also participated in weekly Global Equity stock selection meetings with Chief Investment Officers, Senior Portfolio Managers and Global Ecomists.

His background from both the retail and institutional side of the industry has given him a broad view on the marketplace.  James feels this is critical when considering the breadth of investment solutions that are available to investors today.

As a founder of Pogson & Matt, James is committed to helping clients improve their financial lives by understanding their lifestyle and goals, and then delivering ethical and dynamic investment solutions. James knows that markets and client objectives are ever-changing which means portfolios should exhibit flexibility in order to benefit from all types of market conditions.  With this, he consistently reviews investment options to determine the most appropriate strategy for his clients.  As a family style office, James prides himself on developing strong client relationships with generations of families.

James is passionate about the investment industry, as well as for his sense of adventure. From a young age, James, affectionately know as Jimmy, enjoyed cycling and his dedication to the sport led to an invitation from the United States Cycling Federation in 1989 and 1990 to train at the Olympic Training Center in preparation for the 1992 Olympics in Barcelona.  Today, Jimmy can still be found on his bikes exploring roads and trails locally and abroad.  He also enjoys hiking, cooking and traveling with his wife and daughter.

James is a proud supporter of MusicaNova, United Phoenix Fire Fighters Association and other local charities. 

Check the background of this financial professional on FINRA's BrokerCheck
Check the background of this financial professional on FINRA's BrokerCheck