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
2024 • 2023
Top Next-Gen Wealth Advisors Best-In-State
2024

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

Markets

A tale of two markets: Divergence amid the post–Labor Day sell-off

September 6, 2024This week, AI underperformed while fixed income shined. Here's our take on a week of volatile market moves.Read Now
Cybersecurity

Mind your business: How to keep your company cyber secure

September 5, 2024Does your business’ cybersecurity need some TLC? With cybercrime on the rise, it’s important to understand how you can keep your business accounts and assets well protected.Read Now
Wealth Planning

New York estate planning

September 4, 2024When putting together an estate plan or any financial plan, you and your attorney should consider the various different state laws that could impact the plan in addition to federal laws. Here are some important items to think about for individuals with ties to New York State.Read Now
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