Matthew Patrick, CRPS®

Senior Manager

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Biography
Education & Other Highlights

Matthew Patrick is a senior manager on CAPTRUST’s Defined Contribution team.

Matt joined CAPTRUST in 2014 and serves as a senior manager on the defined contribution team. His role encompasses the strategic planning and leadership of the team that manages CAPTRUST’s discretionary services for defined contribution plans.

He holds a Bachelor of Business Administration degree in finance from James Madison University, and is a member of DCIIA. Matt holds the designation of Chartered Retirement Plans Specialist℠ (CRPS®).

Outside of the office, Matt enjoys spending time with his family, especially his wife and two children. He enjoys going to the beach and is an avid sports fan.

Education

  • Bachelor of Business Administration degree in finance from James Madison University

Industry Designations

  • Chartered Retirement Plans Specialist℠

Podcast

Episode 61: Caregivers and Retirement Readiness with Greenwald Research

In this month's episode, Lisa Greenwald of Greenwald Research discusses trends in financial wellness and retirement savings for caregivers.

Listen Here

Resources

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