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
2023 • 2022
Top Next-Gen Wealth Advisors
2023

About Matthew

Matthew Fournier is a Managing Director and Wealth Partner with J.P. Morgan Wealth Mangement.

As a member of The Fournier Group, Matthew brings rigorous due diligence to serve the holistic investment advisory needs of high-net-worth individuals and their families. Analytical by nature, he has an excellent grasp of the complex and intricate nuances that often accompany the accumulation of capital.

Matthew's wealth management approach focuses on the thoughtful deployment of assets to help clients pursue their personalized goals. His experienced understanding of both tax-exempt and taxable fixed-income vehicles lends a customized level of support to address the long-term needs of each individual.

Matthew combines macroeconomic research with quantitative, fundamental analysis to seek attractive risk-adjusted returns in the marketplace. He is responsible for formulating the group's outlook on the economy and their business development strategies.

As a member of the J.P. Morgan Wealth Management Portfolio Manager Program, Matthew is one of a select group of advisors who manage portfolios on a discretionary basis. As such, he is subject to regular quantitative and qualitative reviews to evaluate his ongoing strategies. Matthew is highly skilled in using a variety of investment vehicles to build tailored portfolios, which he manages in-house. His attention is trained on balancing personalized growth, liquidity and capital preservation goals.

Driven by a strong passion for municipal bonds and an interest in how government data impacts economic growth and markets, Matthew helped originate GovInvest, Inc., which provides software to hundreds of state and local municipalities across the United States, sourcing real-time information and analysis that may be used by bond market investors to aid in their decision-making process. He was also an initial team member at OpenGov Inc.

Matthew holds an M.B.A. from Columbia University in New York City, along with FINRA Series 7 and 66 securities licenses. When not working, he loves spending time with his wife, Jasmine, and is an avid reader of financial and economic history. Active in non-profit work, Matthew currently contributes to a number of worthy causes.

Insights

Outlook

100 trading days in: Why 2024 is different

May 24, 2024It’s been a paradox of progress for investors in 2024. But what’s the market’s secret to success—and what could come next?Read Now
Investing

How to invest in AI’s next phase

May 23, 2024We think it’s time for investors who want to buy into AI to expand their approach. Here’s how you could consider investing.Read Now
Wealth Planning

You can’t always get what you want: Talking with children about wealth and entitlement

May 22, 2024Open communication about family wealth and values can help stave off a sense of entitlement in children – and encourage them to forge their own path.Read Now
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