Matthew Herzwurm, CFP®

Investments & Reporting, Private Advisor, Vice President

Matthew Herzwurm is a Private Advisor, Investments & Reporting, Vice President at Southeastern Wealth Management Group of Rockefeller Capital Management. In addition to handling all daily analytical client reporting, Matt supports the team with asset allocation, portfolio management and trade execution.

Previously, he had been a Financial Advisor at Morgan Stanley, from 2018 to 2022.

Matt received a B.B.A. in Accounting and Finance from the University of Georgia, where he played football for the Georgia Bulldogs and was fortunate enough to be part of the team that made it to the National Championship in 2017.

He and his wife, high-school sweethearts from Augusta, live in Dunwoody with their daughter and chocolate Labrador.