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

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“Buy-borrow-die": The 3-step wealth strategy explained

July 2, 2026The buy-borrow-die approach may help you save on capital gains taxes and preserve wealth for your heirs. Learn about the benefits and risks.Read Now
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Small-cap success: Why this rally looks different

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Paying with debt: How to leverage your investments

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