Sign In

Mathew Emmert

President & Chief Investment Officer of JBJ Invest

Professional Background

Mathew Emmert is the owner and Chief Investment Officer of JBJ Invest, a prominent wealth management firm located in Charleston, South Carolina, managing assets exceeding half a billion dollars for a diverse clientele. With an impressive 23 years of financial industry experience, Mathew's career encompasses a variety of roles, with a particular emphasis on portfolio management, business analysis, and financial consultation. His robust experience includes serving as a portfolio manager for 16 of those years, where he has developed a keen insight into the intricacies of the financial markets and investment strategies that are tailored to meet client needs. His tenure includes notable positions such as CEO and Portfolio Manager at Gambit Securities, where he played a pivotal role in shaping investment strategies based on innovations he introduced in his earlier work at The Motley Fool.

Mathew's expertise extends beyond direct investment management; he boasts a significant history in financial publishing as both an editor and analyst. Not only has he contributed to the development of investment literature through publications like the Dividend Gambit™ newsletter, he has also established a reputation for thought leadership within the financial sector, as evidenced by his frequent features in leading financial media organizations such as Forbes, The Wall Street Journal, Market Watch, and The Washington Post. Mathew has also made his mark on television, appearing on impactful financial news programs broadcast by prominent networks including ABC, NBC, Fox News, and NPR.

Education and Achievements

Mathew Emmert is a proud alumnus of Auburn University Harbert College of Business, where he earned a Bachelor of Science degree in Finance. His academic foundation in finance, coupled with practical experience, has equipped him with a profound understanding of financial markets and investment strategies. Demonstrating his commitment to professional development, Mathew is currently a Level III Candidate in the prestigious CFA® program, further solidifying his expertise in investment management and financial analysis.

Throughout his career, Mathew has made significant contributions to the field of wealth management, focusing on providing tailored portfolio management solutions specifically for high-net-worth individuals, including specialized services for dentists and physicians across 44 states. Under his leadership, JBJ Invest has cultivated a reputation for crafting low-cost, globally-diversified, income-producing portfolios that prioritize client financial goals. Mathew's innovative approaches to wealth management have helped countless individuals secure their financial futures and navigate the complex landscape of personal finance.

Achievements

Mathew Emmert's achievements extend across multiple facets of his career. He is renowned not just for his role at JBJ Invest, but also for the influential contributions he made during his time as the CEO and Editor at Dividend Gambit, a respected investment newsletter that benefitted numerous investors. This venture was characterized not only by its high-quality content but also by the strong subscriber base it developed, eventually leading to its acquisition by Morningstar® in 2011, ensuring the investment philosophy he pioneered continued to resonate within the community of individual investors.

In addition to his extensive writing and analytical work, Mathew has also been a recurring keynote speaker at major investing conferences. His engagements at events hosted by organizations such as the National Association of Investors Corporation (NAIC) annual convention and the American Association of Individual Investors (AAII) have established him as a trusted voice in the financial sector, providing insightful guidance and fostering investor education.

Mathew's ability to communicate complex financial concepts to a broad audience has not only enhanced his reputation but also provided invaluable insight to investors looking to navigate their financial journeys. Whether through writing, speaking engagements, or one-on-one consultations, Mathew has built a career dedicated to helping individuals understand and implement effective investment strategies.

Related Questions

How did Mathew Emmert become a leading figure in wealth management?
What unique investment strategies does Mathew Emmert implement at JBJ Invest?
In what ways has Mathew Emmert influenced the financial publishing industry?
How does Mathew Emmert engage and educate investors at conferences?
What are the key philosophies of the Dividend Gambit™ that Mathew Emmert introduced?
Mathew Emmert
Add to my network

Location

Charleston, South Carolina