Matthew Haefner

Matt is the Vice President of Private Client Wealth Management at Oakwood Capital Management LLC in Los Angeles, where he joined in 2011. His role combines business development with all aspects of financial and wealth planning for his clients. Additionally, Matt works directly with his clients’ CPA’s, estate attorneys and insurance brokers to help structure the most appropriate financial strategies.

Matt has over 10 years of financial services industry experience. Previously, he was an Relationship Manager and Associate at Credit Suisse Private Banking in Los Angeles where he provided investment management advice to private clients and helped them access the various capabilities of the bank for wealth management and capital markets functions. Matt also worked with The Sullivan Group and Marsh, Inc. where he focused on medical malpractice liability & professional services liability insurance brokerage and corporate insurance transactions for Fortune 1000 companies.

Matt lives in Brentwood and is originally from Buffalo, NY. His education includes a BA from the University of Pennsylvania and an MBA from the University of Southern California (USC) Marshall School of Business, where he graduated with highest honors. Matt also played collegiate and professional soccer and continues to play regularly. In his spare time, Matt enjoys giving back to the community, being highly active outdoors, spending time with friends and family, playing music (drums) and passionately following his local Buffalo professional sports teams.

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