RGT Wealth Advisors, a financial planning firm based in Texas, has named Matt Krauss as its new CIO.
Krauss has been working at RGT since 2010.
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Apart from the new role, he is in charge of the Research and Investment Management Team of the firm. Besides, he has a seat on the executive committee.
In his two-decade-long financial career, he also served as an investment analyst and trader at Falcon Fund Management.
Moreover, his career includes a stint at a single-family office.
He also sits on the board of a service-based organisation Leadership Edge, which offers leadership training. At the same time, he is a member of the CFA Society of Dallas-Fort Worth.
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By GlobalDataReferring to Krauss, RGT said: “With almost 20 years of experience in investment management and portfolio construction, he brings a broad understanding of the investment markets and how they impact personal financial planning in client relationships.”
RGT is an independent-fee only business.
The firm offers a range of services including investment management, estate planning and wealth transfer, corporate trustee, foundation management and charitable giving, and succession planning.
The firm also offers life and disability insurance consulting, education planning, personal budgeting and cash flow, as well as bill processing services, among others.
