Matt Lavoie, CFA
Matt Lavoie is an Associate Portfolio Manager for Schwab Asset Management. He is a member of the team responsible for the management of the taxable Schwab Money Funds as well as prime Schwab Money Funds.
Mr. Lavoie joined Schwab in 2010. Prior to his current role, he held several positions within Charles Schwab & Co., Inc. Most recently, Mr. Lavoie led the electronic order review trade operations team, responsible for assessing risk on client trades, managing demand, and mitigating risk to the firm. Previous to this role, he spent three years as a margins specialist and two years as a registered representative. Mr. Lavoie has also held financial adviser and representative positions at Northwestern Mutual, Thrivent Financial, and E-Trade.
Mr. Lavoie earned a Bachelor of Science in finance from the University of North Carolina at Wilmington. He is a CFA® charterholder and is a member of the CFA Society Colorado and the CFA Institute.