Matt Goette
Vorstandsvorsitzender bei Black Diamond Financial LLC
Profil
Mr. Matthew P.
Goette, CFA, is a President & Chief Investment Officer at Black Diamond Financial LLC.
He specializes in advising high-net-worth individuals and institutions with extensive expertise in asset allocation, tax efficient investment strategies and retirement planning.
Mr. Goette has experience advising investment committees for foundations, endowments, and pension plans, as well as working with companies to construct low cost, highly diversified 401(k) retirement solutions for their employees.
Before founding Black Diamond Financial, he was a senior investment professional in the Venture Capital Group of Harbert Management Corporation where he invested a $52 million fund in early stage technology and healthcare companies.
Prior to joining Harbert, Mr. Goette spent five years with Jefferies & Company, Inc. in their Investment Banking Group.
While at Jefferies, he helped orchestrate numerous merger and acquisition, restructuring, equity, and debt transactions.
Prior to joining Jefferies, he worked in the Investment Banking Group of BB&T Corporation.
He holds a Bachelor of Business Administration with a double major in finance and economics from The College of William and Mary, where he graduated with High Honors.
Mr. Goette is also a Chartered Financial Analyst, CERTIFIED FINANCIAL PLANNER, Accredited Investment Fiduciary, and member of the CFA Society of Baltimore.
Aktive Positionen von Matt Goette
| Unternehmen | Position | Beginn |
|---|---|---|
Black Diamond Financial LLC
 Black Diamond Financial LLC Investment ManagersFinance Black Diamond Financial LLC (BDF) is an independent, SEC-registered investment advisor and wealth management firm headquartered in Towson, Maryland. The firm was founded in 2007 by Matthew Goette. BDF provides holistic investment advice to individuals, high-net-worth individuals, pension and profit-sharing plans, trusts, estates, charitable organizations, corporations or business entities. | Vorstandsvorsitzender | 09.08.2007 |
Ehemalige bekannte Positionen von Matt Goette
| Unternehmen | Position | Ende |
|---|---|---|
Leucadia Asset Management LLC
 Leucadia Asset Management LLC Investment ManagersFinance Leucadia Asset Management LLC (LAM) is a SEC-registered investment advisor headquartered in New York City. The firm was founded in 2002 as Jefferies Private Client Advisers LLC. They changed their name to Jefferies Investment Advisers LLC in 2006 and to Leucadia Asset Management LLC in 2021. The firm is a wholly owned subsidiary of Jefferies Financial Group, Inc. (NYSE: JEF). LAM provides advisory services to high net-worth individuals, trusts, estates, foundations, charitable organizations, corporations and other business entities. | Analyst-Equity | 31.12.2005 |
Five Points Capital, LLC.
 Five Points Capital, LLC. Investment ManagersFinance Five Points Capital, LLC.(Five Points Capital) is a private equity and subordinated debt investment firm founded in 1997. The firm headquartered in Winston-Salem, North Carolina. The firm is a subsidiary of BB&T Corp. (NYSE: BBT). | Corporate Officer/Principal | - |
Jefferies LLC
 Jefferies LLC Investment Banks/BrokersFinance Jefferies LLC is a global investment bank and institutional securities firm headquartered in New York City. The firm was founded in 1962 and is a subsidiary of Jefferies Group LLC, ultimately held by Jefferies Financial Group, Inc. (NYSE: JEF). Jefferies provides corporate clients with research and execution services in equity, fixed income, and foreign exchange markets, as well as a full range of investment banking services such as underwriting, mergers and acquisitions, restructuring and recapitalization, and other advisory services, with all businesses operating in the Americas, Europe and Asia. | Corporate Officer/Principal | - |
Harbert Management Corp.
 Harbert Management Corp. Investment ManagersFinance Harbert Management Corp. engages in provision of real estate, private capital, and public securities investment services. It owns, develops, and manages office, industrial, retail, and self-storage properties throughout the south-eastern and south-western United States. The company was founded in 1993 and is headquartered in Birmingham, AL. | Corporate Officer/Principal | - |
BB&T Asset Management, Inc.
 BB&T Asset Management, Inc. Investment ManagersFinance Founded in 2000, BB&T Asset Management, Inc. is a registered investment advisor headquartered n Raleigh, North Carolina. The firm is a wholly owned subsidiary of BB&T Corporation (NYSE: BBT). BB&T Asset Management's clients include corporations, institutions, endowments, foundations, employee benefit and retirement plans, governmental entities, wealthy families and individuals. The firm manages separate client-focused equity, fixed-income and balanced portfolios. They also manage a variety of mutual funds. | Corporate Officer/Principal | - |
Ausbildung von Matt Goette
| The College of William & Mary | Undergraduate Degree |
Erfahrungen
Besetzte Positionen
Aktive
Inaktive
Börsennotierte Unternehmen
Private Unternehmen
Beziehungen
Beziehungen ersten Grades
Unternehmen ersten Grades
Herr
Frau
Aufsichtsräte
Führungskräfte
Unternehmensverbindungen
| Private Unternehmen | 7 |
|---|---|
BB&T Asset Management, Inc.
BB&T Asset Management, Inc. Investment ManagersFinance Founded in 2000, BB&T Asset Management, Inc. is a registered investment advisor headquartered n Raleigh, North Carolina. The firm is a wholly owned subsidiary of BB&T Corporation (NYSE: BBT). BB&T Asset Management's clients include corporations, institutions, endowments, foundations, employee benefit and retirement plans, governmental entities, wealthy families and individuals. The firm manages separate client-focused equity, fixed-income and balanced portfolios. They also manage a variety of mutual funds. | Finance |
Harbert Management Corp.
Harbert Management Corp. Investment ManagersFinance Harbert Management Corp. engages in provision of real estate, private capital, and public securities investment services. It owns, develops, and manages office, industrial, retail, and self-storage properties throughout the south-eastern and south-western United States. The company was founded in 1993 and is headquartered in Birmingham, AL. | Finance |
Jefferies LLC
Jefferies LLC Investment Banks/BrokersFinance Jefferies LLC is a global investment bank and institutional securities firm headquartered in New York City. The firm was founded in 1962 and is a subsidiary of Jefferies Group LLC, ultimately held by Jefferies Financial Group, Inc. (NYSE: JEF). Jefferies provides corporate clients with research and execution services in equity, fixed income, and foreign exchange markets, as well as a full range of investment banking services such as underwriting, mergers and acquisitions, restructuring and recapitalization, and other advisory services, with all businesses operating in the Americas, Europe and Asia. | Finance |
Leucadia Asset Management LLC
Leucadia Asset Management LLC Investment ManagersFinance Leucadia Asset Management LLC (LAM) is a SEC-registered investment advisor headquartered in New York City. The firm was founded in 2002 as Jefferies Private Client Advisers LLC. They changed their name to Jefferies Investment Advisers LLC in 2006 and to Leucadia Asset Management LLC in 2021. The firm is a wholly owned subsidiary of Jefferies Financial Group, Inc. (NYSE: JEF). LAM provides advisory services to high net-worth individuals, trusts, estates, foundations, charitable organizations, corporations and other business entities. | Finance |
Five Points Capital, LLC.
Five Points Capital, LLC. Investment ManagersFinance Five Points Capital, LLC.(Five Points Capital) is a private equity and subordinated debt investment firm founded in 1997. The firm headquartered in Winston-Salem, North Carolina. The firm is a subsidiary of BB&T Corp. (NYSE: BBT). | Finance |
HMC-Virginia, Inc.
 HMC-Virginia, Inc. Investment ManagersFinance HMC Virginia Inc (HMC Virginia) is a venture capital subsidiary of Harbert Management Corp founded in 1993 by Wayne L. Hunter & William W. Brooke. The firm is headquartered in Richmond, Virginia. | Finance |
Black Diamond Financial LLC
Black Diamond Financial LLC Investment ManagersFinance Black Diamond Financial LLC (BDF) is an independent, SEC-registered investment advisor and wealth management firm headquartered in Towson, Maryland. The firm was founded in 2007 by Matthew Goette. BDF provides holistic investment advice to individuals, high-net-worth individuals, pension and profit-sharing plans, trusts, estates, charitable organizations, corporations or business entities. | Finance |
