Matthew Almquist
Associate Advisor
Contact Information
Background
Matthew Almquist is an Associate Advisor at HUB Investment Partners, where he plays a crucial role in supporting senior advisors, creating investment proposals, and conducting market research. With a B.B.A. in Investment Finance from the University of Texas, Matthew leverages his education and experience to develop innovative strategies that align with clients’ goals and provide valuable insights into market trends.
Prior to his current role, Matthew interned with the trading team, gaining hands-on experience in market research, proposal creation, and report preparation for advisors. His dedication and expertise are further validated by his Series 65 certification. Residing in Austin, TX, Matthew enjoys playing golf and traveling in his free time, balancing his professional and personal interests to maintain a well-rounded lifestyle.
Areas of Focus
- Wealth Management
- Financial Planning
- Tax Planning and Optimization
- Estate Planning and Wealth Transfer
- Investment Management
- Risk Management
- Family Office Services
HUB International, owns and operates several other entities which provide various services to employers and individuals across the U.S.
*Some of the services listed above may be provided outside of HUB International and its affiliates.