|“My top priority is to thoroughly understand my client’s aspirations, apply the vast resources at Oxford’s disposal and exceed their expectations at every step. I believe in continually challenging myself on the measure of my client’s success.”|
About matthew a. bell, MBA, CFA, CFP®, CAIA
Matt Bell is a Managing Director with Oxford Financial Group, Ltd. Leaning on his investment expertise, extensive leadership experience and professional acumen, he builds quality personal relationships with the families he advises.
Prior to joining Oxford, Matt served in a leadership role as the Head Portfolio Manager for the private client group at Fort Washington Investment Advisors, Inc. His responsibilities included investment strategy, management of complex portfolios and ongoing advice on over $300 million of capital for the firm’s ultra-high net worth families and institutions. Matt also served as a subject matter expert for the firm with respect to conveying market views, analysis of asset allocation and appropriate risk management. Prior to Fort Washington Investment Advisors, Inc., Matt was a Captain in the United States Army where he was a Battery Commander responsible for the combat readiness and executive oversight of over 150 soldiers. Additionally, Matt graduated from the Army Ranger School, the premier leadership program for the US Army.
Matt earned a Master of Business Administration (MBA) from Indiana University’s Kelley School of Business with concentrations in Finance and Accounting. Additionally, he earned his Bachelor of Science degree in Management from the United States Military Academy at West Point, where he also served as a three-time captain of the Army men’s basketball team. Matt has earned the Chartered Financial Analyst (CFA) and the Chartered Alternative Investment Analyst (CAIA) designations, and also maintains the CERTIFIED FINANCIAL PLANNER™ (CFP®) certification.
Matt lives in Noblesville, Indiana with his wife Danelle and their three children. He enjoys spending time with his family, exercising, IU sports and reading.