Sign In

Matthew Oakes

Customer Relationship Advocate at Fidelity Investments

Professional Background

Matthew Oakes is a highly skilled finance professional based in Utah, where he enjoys the breathtaking mountain scenery and a range of winter sports such as skiing. With a foundational background in the New York metro area, Matthew's career reflects a dynamic trajectory that converges on financial services, investment strategies, and innovative business development. His passion for finance is coupled with a genuine desire to create impactful solutions that enrich the lives of clients and communities alike.

Matthew has amassed over 2.5 years of professional experience in the financial services sector. His expertise spans a wide range of financial functions including Financial Due Diligence, Financial Data Analysis, Business Development, Start-ups, Equity Investments, and Portfolio Management. His professional journey underscores a commitment to developing himself and the fields he works within, and he thrives on challenges that foster the creation of meaningful and sustainable value for businesses and societies.

In his role as a Customer Relationship Advocate at Fidelity Investments, Matthew showcases his ability to engage effectively with clients while leveraging his financial acumen to provide them with tailored investment solutions. His previous experience as a Buy-side Equity Research Analyst at THB Asset Management refined his analytical skills and enriched his understanding of market dynamics, allowing him to assess investment opportunities critically and with precision. Matthew has also contributed to the venture capital landscape through positions with Album VC and Sandbox Industries, where he utilized his insight to make informed investment decisions that reflect both economic trends and socio-entrepreneurial endeavors.

Education and Achievements

Matthew Oakes holds a Master of Business Administration (MBA) with a focus on Finance from the prestigious Brigham Young University Marriott School of Business. This advanced degree has provided him with a robust framework for understanding complex financial topics and mastering investment strategies that are pivotal in today’s competitive markets. His academic journey began with a Bachelor of Arts in Economics, also from Brigham Young University, where he laid the groundwork for his analytical capabilities and his understanding of economic fundamentals.

The combination of his educational credentials and hands-on professional experiences has positioned Matthew to excel in the financial sector. His participation in esteemed institutions, such as the BYU Silver Fund, as an Equity Research Analyst, and his internships at various reputable firms, including Clarke Capital Partners and Portfolio Advisors, LLC, reflect his commitment to learning and development. These formative experiences have equipped him with diverse skill sets applicable to both private equity and venture capital contexts.

In addition to his professional roles, Matthew has contributed to the academic community as a Research Assistant in the Economics Department at Brigham Young University, where he aided in advancing economic research and discourse. Through these engagements, Matthew has not only gained instrumental knowledge but has also fostered vital relationships within industry networks that continue to assist him in his professional growth.

Interests and Personal Pursuits

Outside of his professional accomplishments, Matthew is an advocate for investing in personal relationships and community. He firmly believes that building connections with people is equally as important as financial investments. His passion for biographies reflects a deep-seated appreciation for learning from the lives of successful individuals, thus gaining insights that can be applied to his own life and career. Furthermore, he is an enthusiastic fan of both the NBA and MLB, showcasing his diverse interests beyond the financial realm.

Living in Utah has allowed Matthew to embrace an active lifestyle that includes enjoying the outdoors through skiing and other activities that the Mountain West has to offer. This balance of work and recreation emphasizes his holistic approach to life and career. Matthew welcomes discussions about finance, investments, and personal development and invites others to connect with him for professional networking or simply to share thoughts and experiences.

Matthew Oakes embodies the qualities of a dedicated finance professional with a well-rounded background that includes strong educational credentials, diverse professional experiences, and a commitment to making a positive impact through investments in people and ventures. His approach to finance is not just about numbers but about creating lasting value that resonates across various communities and operates within larger societal frameworks.

Related Questions

How did Matthew Oakes develop his expertise in financial due diligence?
What challenges has Matthew Oakes faced in his career in the financial services industry?
How has Matthew Oakes's education at Brigham Young University influenced his financial services career?
What motivates Matthew Oakes to invest in people and relationships outside of the financial sector?
How can Matthew Oakes's experience in venture capital internships contribute to his current role at Fidelity Investments?
Matthew Oakes
Add to my network

Location

Orem, Utah