Matt Henry

Vice President, Senior Portfolio Manager

Matt is responsible for portfolio management and investment research. He has worked in wealth management in Indiana since 2007. Matt earned a Bachelor’s Degree in Business Administration from Ball State University and a Masters of Business Administration from WGU Indiana. He is a CFA Charterholder and has been a board member of CFA Society Indianapolis since 2014, where he is a Past President. Matt is a Lilly Scholar and had the honor of serving on the Lilly selection committees for both Delaware and Hamilton counties. Matt resides in Evansville with his terrier, Daisy.