Matthew H. Galpert CFP®

Matthew H. Galpert CFP®

Senior Vice President-Investment Officer

Phone: 713-853-2407
Fax: 713-853-2039

As a Senior Vice President – Investment Officer and CERTIFIED FINANCIAL PLANNER™ professional, Matthew seeks to help clients address their financial concerns and develop sound strategies by focusing on each individual’s specific needs.  With extensive experience throughout major shifts in the markets, Matthew has dedicated his career to delivering the personalized investment planning services his clients deserve.

Originally from Santa Fe, New Mexico, Matthew began his career as a Financial Services Representative with Texas-based University Federal Credit Union, where he developed his fundamental investment knowledge.  He joined Wachovia Securities, a predecessor firm of Wells Fargo Advisors, in 2007 to take a team approach to provide personalized financial advice for high-net worth families.  Matthew earned his CFP® certification by completing an approved educational program through Rice University, passing a rigorous examination, and meeting stringent experience and continuing education requirements.

Matthew is a musician at heart.  He has played the drums for over 20 years, and studied at the Collective School of Music in New York City under the tutelage of some of the world’s greatest musicians.  Matthew graduated with honors from Texas A&M University, earning a bachelor’s degree in Maritime Administration and a minor in Economics.

Away from the office, Matthew and his wife Jennifer, a Pediatrician, enjoy spending time with their children, Ethan, Avery and Evelyn.  Matthew enjoys teaching music to his children, playing racquet ball and cooking.