Matt Mathias

Regional President, Senior Managing Director

Naples, FL


Work Experience

  • Joined MAI in 2021 as a result of the acquisition of MWM Investment Consulting, LLC, which he founded in 2009
  • Over 30 years of experience advising individuals, families, and their foundations as well as charitable endowments
  • Prior to MWM, began his career at Wells Fargo where he held several progressively responsible roles, eventually becoming a Managing Director in its wealth management practice
  • Became the Division President for US Trust in Southwest Florida before transitioning to Market Leader for National City’s Private Client Group


Life Outside of MAI 

  • 30+ year resident of Naples and served in various roles in the community’s philanthropic organizations
  • Board Chair of both The Garden of Hope and Courage and Phoenix Education Network bda Naples Classical Academy
  • Was a member of the Naples Community Hospital Foundation Committee where he was Co-Chair of the 2008 NCH Hospital Ball
  • Has held leadership positions in the Gulf Shore Rotary Club, The Boys and Girls Club of Collier County, and The Collier County Education Foundation (now Champions for Learning)
  • Taught 4th, 8th and 12th grade programs throughout the Collier County School District with Junior Achievement



  • Florida State University, BSBA with majors in Finance and Multinational Businesses

We look forward to learning about your financial goals.