Vise
Matthew Powers is a finance professional with extensive experience in client service and investment management. Currently serving as a Senior Client Service Specialist at Vise since May 2023, Matthew previously held roles at City National Rochdale from July 2018 to April 2023, including Team Manager and New Accounts Analyst. Prior experience includes being an Investment Specialist at Merrill Edge, where responsibilities involved providing client support and enhancing client relationships related to self-directed investment accounts. Matthew has also worked as an Analyst for Providence College's Student Managed Investment Fund, managing investments in various sectors, and completed an internship as a Non-Licensed Financial Advisor at LPL Financial. Educational credentials include a Bachelor's Degree in Finance from Providence College.
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Vise
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Vise is an artificial intelligence (AI) powered asset management platform designed specifically for financial advisors to build, manage and explain personalized portfolios. In today's world, AI is driving personalization across various industries, enhancing the way we shop, consume content, and engage with technology. Embracing this trend, Vise is leading the charge to bring this level of personalization to how we invest. Vise ushers in Wealth 3.0, moving beyond mutual funds and ETFs to offer personalized and automated portfolios. By harnessing the power of AI, Vise enables financial advisors to create tailored investment strategies that cater to each client's unique financial needs and goals.