Matt Farrell, CAIA

Senior Investment Manager

Matt has nearly 20 years of experience in the financial services industry and currently leads the alternatives investment research efforts at WE Family Offices.

Matt’s focus is in the private markets. He has extensive knowledge of conducting manager due diligence in the areas of private equity, private real estate, private debt, venture capital, and hedge funds.

Prior to joining WE, Matt spent nine years at Credit Suisse researching alternative investment managers. Before Credit Suisse, he spent several years in investment banking where he advised clients on mergers and acquisitions, capital raises, and strategic initiatives.

Matt began his career at a consulting firm, where he advised high-net-worth and institutional clients on establishing asset vehicles, asset allocation, and manager research.

Matt received his undergraduate degree from North Carolina State University and his MBA from the University of North Carolina at Chapel Hill. Matt is a holder of the Chartered Alternative Investment Analyst (CAIA) designation and has passed Level 1 of the Chartered Financial Analyst (CFA) program.