Matt Lowe

Matt Lowe, CFA, CFP®

Managing Director

Matt joined Greene Wealth Management, LLC as an advisor in 2014 and is responsible for working with clients to achieve investment and wealth planning goals. Previous experience in the financial services industry includes time spent managing fixed income portfolios at Umpqua Investments and then working with institutional investors in the investment consulting industry at Verus Investments.

Working with investors that have diverse needs has helped Matt to build broad expertise that encompasses everything from investment analysis to having an acute understanding of assisting clients to achieve the goals they prioritize throughout their life. He enjoys building strong relationships with clients and providing excellent service to help facilitate long-term financial success.

Matt is a graduate of Linfield College and is a holder of the right to use Chartered Financial Analyst designation. He is also a Certified Financial Planner™ practitioner. Matt became a shareholder in the firm in 2017. Matt and his wife Sarah have been married since the summer of 2013. Sarah serves as the Area Director for YoungLife in Tacoma and Matt volunteers alongside her. Outside of working with clients and volunteering Matt spends as much time as he can with family and friends. He enjoys leading a very active life and has a passion for sports.

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