MATTHEW E. HARRISON, CFA®

Matt Harrison is a portfolio manager responsible for investment research, portfolio management, and long-term financial planning for individuals and businesses.  With over a decade of experience spanning corporate finance, strategy, and investment research — including roles at companies like Stryker and Kellogg’s — he combines deep market insight with a disciplined, purpose-driven approach to wealth management.

Matt partners with clients to identify their purpose and build personalized portfolios aligned with their unique goals.  He applies the same rigor and strategic discipline used in corporate long-range financial planning to help individuals and business owners develop customized, goal-oriented financial strategies.

Matt holds the Chartered Financial Analyst (CFA^®) designation and earned his MBA from the University of Michigan’s Ross School of Business, along with a Bachelor of Business Administration from Western Michigan University.

In addition to his portfolio management role, Matt is the founder of tkc Capital Research, a consulting firm that helps public companies enhance their investor targeting and outreach.

Outside of work, he enjoys exploring Michigan’s many lakes with his wife, coaching his kids’ sports teams, serving in his local church, and occasionally losing a few golf balls.