Matt Lubatty
Associate Portfolio Manager II at EP Wealth Advisors
- Role
- Associate Portfolio Manager Ii at EP Wealth Advisors
- Location
- Scottsdale, AZ, US
- LinkedIn followers
- 500 followers
About Matt Lubatty
I am a graduate of the University of Colorado Boulder, holding a degree in Business Finance. As a hardworking, optimistic, and dedicated professional, I continually push myself to learn and thrive in any environment. My passion is leveraging innovation and clear communication to drive positive outcomes—both for clients and the colleagues I collaborate with.Currently, I am responsible for executing my firm’s investment philosophy through comprehensive portfolio management. My day-to-day includes portfolio monitoring, strategic rebalancing, and executing trades, all to ensure client objectives are seamlessly translated from plan to results. I thrive on collaborating with Relationship Managers to tailor investment strategies and deliver exceptional value for each client.In addition, I am involved in research, developing portfolio strategy, and contributing to leadership initiatives. My work includes security analysis, maintaining and enhancing model portfolios, and supporting compliance through accurate reporting and robust data management.Throughout all I do, I remain committed to growth, integrity, and making a positive impact.
Experience
Associate Portfolio Manager Ii
Jan 2026 — Present · Scottsdale, AZ, US
EP Wealth Advisors acquired Capital Insight Partners in December 2025. Continued similar role in portfolio management.
Education
University of Northern Colorado
Business Economics, Business Finance
2017 — 2019
University of Colorado Boulder - Leeds School of Business
Bachelor's degree, Finance
2019 — 2021
Cherry Creek High School
High School
2013 — 2017
Skills
- Coaching
- Communication
- Fitness
- Social Media Marketing
- Social Media
- Computer Literacy
- Leadership
- Weight Training
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