Matt Bankston brings over 20 years of experience to his role as Managing Director, Strategy and Innovation at Choreo. In this role Matt has two departments that he leads. The first is the technology team for all advisor related technology, national operations, performance and reporting. The second is the investment strategy group and centralized portfolio management team. The objective of the role is to bring together subject matter experts from a range of disciplines to research, vet, implement and advocate solutions for Choreo’s clients.
Matt has a blend of experiences across the Brokerage, Insurance, Trust and RIA industries both as an advisor and technology leader. Prior to joining Choreo, Matt most recently served as the Chief Client Innovation Officer for Argent Financial Group, a leading independent wealth management firm with offices across the southeast. While at Argent he helped to lead the organization operationally through a significant time of strategic grown and operational transformation. Prior to Argent Matt held multiple leadership roles at Fidelity Investments within their financial planning and brokerage practice. In his 20+ years in the industry Matt spent the first 10 years serving clients directly, which he attributes to his outlook on how operations should be run and how technology is best utilized across a firm.
Matt holds an MBA with a concentration in Financial Planning from the University of Dallas as well as a Bachelor of Science in Finance from Louisiana Tech University. Matt is also a Certified Financial Planner™.