Matthew Fuller

Matthew Fuller is the Chief Investment Officer at ESJ Capital Partners, where he plays a crucial role in overseeing the firm's investment strategies and portfolio management. His extensive background in finance and investment spans nearly three decades, marked by significant positions in various financial institutions.

Professional Background

• Current Position: Chief Investment Officer at ESJ Capital Partners.
• Previous Experience: Matthew has held leadership roles in several financial firms, including investment management positions at Merrill Lynch and Wells Fargo Advisors. He has also been associated with Raymond James since 2005, contributing his expertise in portfolio management and strategic asset allocation.

Education and Certifications

Matthew earned a Bachelor’s degree in Finance from the University of Texas at Dallas. He is also an Accredited Investment Fiduciary (AIF) and a Wealth Management Specialist (WMS), showcasing his commitment to maintaining high standards in investment management practices.

Investment Philosophy

Fuller is known for employing a disciplined investment methodology, focusing on risk management and tactical asset allocation. He utilizes a "top-down" approach to assess the risk levels across various asset classes, which informs his strategies for individual client portfolios. His investment style includes the use of individual stocks, ETFs, and fixed-income securities.

Advocacy and Community Involvement

Beyond his professional endeavors, Matthew is an advocate for financial literacy. He authored a children's book titled "The Smart Little Saver" and actively participates in community service through organizations like the Securities Industry and Financial Markets Association (SIFMA) and the Dallas Stars Foundation. He also supports organ donation initiatives as a kidney donor himself.

Personal Interests

In his personal life, Matthew enjoys activities such as travel, ice hockey, hiking, and golf, reflecting a well-rounded lifestyle that balances professional commitments with personal passions.

This combination of experience, education, and community involvement positions Matthew Fuller as a prominent figure in the investment management landscape at ESJ Capital Partners.