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Matthew M
CFP®
Pasadena, CA
BakerAvenue
Matthew Munro is a CFP® professional at BakerAvenue with four years of industry experience. He has worked at Baker Avenue Asset Management LP since 2021 and previously spent eight years at Sand Hill Global Advisors. BakerAvenue offers investment advisory and wealth planning services to individuals, retirement plans, charitable institutions, and other U.S. institutions, employing a combination of fundamental, quantitative, and technical analysis along with tactical asset allocation across multiple strategies. The firm provides a range of services including portfolio management, financial planning, family office and estate planning, tax preparation, and concentrated stock management.
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