Matthew T. Streif
I am an educator and financial advisor who provides financial advice to genuine individuals, business owners, and their teams with the goal of improving their lives, perspective, and understanding.
- Role
- Managing Partner Wealth Advisor at Raymond James
- Location
- Austin, TX, US
- LinkedIn followers
- 500 followers
About Matthew T. Streif
A graduate of the University of Texas at Austin with both a Bachelors and Masters in Business Administration, I began my wealth management career as a financial advisor in 2005. Through open and authentic conversations, I work with clients to understand their values, passions, financial planning experience, and concerns in order to define personal, family, and business goals. Through a collaborative approach, we craft comprehensive wealth plans and tailored investment strategies personalized to fit each client\'s unique set of financial goals and risk tolerances. Helping clients view wealth through their own balance sheet and income statement, I am also keen on the idea of a constructive approach to assets, liabilities, income, and expenses as I analyze each specific situation.Education is central to my approach. I believes that a deeper understanding of financial strategies - along with awareness of the psychological side of money - leads to greater confidence, less stress, and better decision making. I\'m passionate about delivering unexpected value and driven by an insatiable curiosity that keeps me thinking about new ways to help clients thrive.My non-profit work includes various leadership roles, board involvement, and volunteering with Austin Sunshine Camps, the Young Men\'s Business League of Austin, Austin Humane Society, Meals on Wheels, and A Better Chance. Having spent nearly all of my life in Austin, I currently reside in Ridgefield, CT with my wife and 12 year old twins. Outside of work, I enjoy learning, skiing, theatre, music, running, yoga, pilates, following the English Premier League, podcasts, maximizing the value of points/miles currency, spending time with loved ones, and meeting new are the comments of this employee only, and not of UBS Financial Services Inc, its subsidiaries or affiliates. No instructions for business transactions or which affect any client\'s accounts will be accepted through LinkedIn. Communications may be monitored and retained by UBS. All information and comments are provided for current, informational purposes only. See for the full disclosure.**
Experience
Managing Partner Wealth Advisor
Jan 2026 — Present · Westport, CT, US
Education
The University of Texas at Austin
Bachelors, Economics, Business
2000 — 2004
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