Matthew Cavanaugh

Wealth Advisor, Managing Director

San Ramon, CA

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Work Experience

  • Joined MAI in 2021 after the acquisition of the wealth management division of Ownership
    Advisors, where he served as Partner and President for over 14 years
  • Have over 20 years of experience in helping clients grow and transfer wealth to families and
    charities, aiming to engage across generations

 

Life Outside of MAI

  • Treasurer for Reformed Forum, a podcast ministry
  • Board Member for Cuyahoga Valley Christian Academy
  • Elder at my local church
  • Live in Hudson, Ohio with his wife and enjoys spending time with his daughters and son

 

Education

  • Anderson University, BA in Finance
  • San Diego State University, MBA in Financial Planning and Taxation

We look forward to learning about your financial goals.

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