Matthew Fournier Advisor Headshot image

Matthew FournierMatthew Fournier
Managing Director
Wealth Partner

"I combine macroeconomic research with quantitative, fundamental analysis to seek attractive risk-adjusted returns in the marketplace."

Awards and Industry Recognition

Forbes

Top Wealth Advisors Best-In State
2026 • 2025 • 2023 • 2022
Top Next-Gen Wealth Advisors
2024 • 2023
Top Next-Gen Wealth Advisors Best-In-State
2024
Top Wealth Management Teams Best-In-State
2026 • 2025

About Matthew

Matthew Fournier is a Wealth Partner, Managing Director, and Portfolio Manager at J.P. Morgan Wealth Management.

Matthew and his team provide active portfolio management, asset allocation, wealth management (including retirement planning), lending, and other key financial services to hundreds of institutions (for- and non-profit) and individuals, including entertainers, athletes, entrepreneurs, and many others. Matthew actively manages over $1.3 billion in assets custodied at J.P. Morgan, as of August 31, 2025.

With deep experience in fixed income, Matthew is the final decision maker on the team’s highly regarded actively managed, discretionary accounts. In the five years through 12/31/2025, his investment grade Taxable Fixed Income strategy cumulatively outperformed the Bloomberg Aggregate Bond Index and the Bloomberg 1-3 Year Government/Credit Index by 14.87 and 2.82 percentage points, respectively, after realized fees. Matthew also manages wholly or partially tax-exempt Municipal Fixed Income strategies for over 100 accounts. In addition, he oversees the team’s stock strategy implementation and conducts equity manager due diligence for clients.

Passionate about municipal bonds and focused on enabling governments to solve some of their largest problems, Matthew helped start GovInvest (now known as TrueComp), whose software is used by over 1,000 governments across the United States. The data can also be potentially utilized by fixed income investors, creating a feedback loop to allow for greater fiscal sustainability across America. He was also an initial team member at OpenGov.

Matthew holds an M.B.A. from Columbia University in New York City, along with his FINRA Series 7 and 66 securities licenses. When not working, he loves spending time with his wife, Jasmine, and their son. In addition, he is an avid reader of financial and economic history, and enjoys coming up with new software and hardware innovations.

Insights

Markets and Economy

Is the momentum trade over?

June 5, 2026With momentum dispersion at its widest since 1990, the summer calm could open the door for overlooked sectors. We examine where new leadership may emerge and what it may mean for positioning.Read Now
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Cybersecurity

Jetting off for the season? Avoid these cybersecurity and safety pitfalls

June 5, 2026As you prepare for your next vacation, consider these tips to help safeguard personal and digital security while you travel.Read Now
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Business Planning

Business succession planning: Building an effective team

June 4, 2026The first step to a successful business succession plan is building an effective team of professionals. Here are some things to consider.Read Now
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