Signature Estate & Investment Advisors Appoints Matt Matrisian as President to Drive National Expansion
Signature Estate & Investment Advisors (SEIA), a leading full-service wealth management firm based in Los Angeles, has recently announced the appointment of Matt Matrisian as the new president. This strategic decision is part of SEIA's ambitious plans to further accelerate its national growth strategy, building on a record 30% year-over-year increase in assets under advisement (AUA) that surpassed the $30 billion mark in 2024.
Effective April 28, Matrisian will play a crucial role in co-leading SEIA's growth initiatives alongside Co-Founder and CEO Brian Holmes. His appointment is significant as it aligns with the firm's ongoing strategy of leveraging both strategic acquisitions and organic growth to enhance its service offerings and strengthen the resources available for advisors.
In a statement about his new role, Matrisian expressed excitement about joining SEIA and praised its strong reputation for client service and its impressive growth trajectory. He emphasized the importance of sharing SEIA’s success story with a wider audience and is enthusiastic about utilizing his extensive experience in mergers and acquisitions, technology, and advisor engagement to drive the firm’s evolution and national expansion.
Matrisian brings over 15 years of rich experience in mergers and acquisitions and strategic growth from his previous roles at AssetMark and Raymond James Financial, where he was instrumental in scaling operations to manage more than $140 billion in assets. His extensive background in enterprise sales, business consulting, and organizational design equips him with a unique perspective that will serve SEIA well as it seeks to deepen advisor engagement and expand its service offerings for its advisors.
One of Matrisian’s key objectives will be to improve the consistency and quality of estate, tax, and financial planning across all client interactions, thereby enhancing the value proposition advisors bring to their clientele. This consistency is vital in supporting long-term client relationships and will be integral as SEIA continues to drive its mergers and acquisitions strategy, ensuring that new integrations align with the firm’s client-first philosophy.
The leadership transition also comes with other key appointments to bolster the firm’s operations. Eric Rosen has been appointed as Chief Growth and Strategy Officer, and Howard Chen has taken on the role of Chief Operating Officer. These leadership changes reflect SEIA’s commitment to the continuous improvement of its advisor services and growth initiatives.
In the past year alone, SEIA has welcomed 58 new advisors and home office employees and has expanded its geographical footprint with new offices in several states, including Arizona, South Florida, Utah, San Francisco, and Tennessee. Additional offices are set to open soon in North Carolina and Texas, further exemplifying SEIA’s commitment to growth and service delivery in a dynamic wealth management landscape.
The firm has also demonstrated its commitment to social responsibility, notably contributing over $250,000 to local relief efforts following challenges such as the California wildfires, which impacted both advisors and clients. CEO Brian Holmes expressed gratitude and pride in the team’s resilience and dedication, reinforcing SEIA's vision of creating long-term value for its clients.
Under Holmes’ leadership for over 28 years, and now complemented by Matrisian's expertise, SEIA is poised to further solidify its position as one of the leading wealth management firms in the United States. The national recognition of SEIA includes being ranked as one of the "52 Best RIAs to Work For" by Financial Planning and securing the 21st spot on Barron's list of Top RIAs in 2024.
Founded in 1997, SEIA has built a reputation for delivering comprehensive investment management, financial planning, and estate and tax planning services. The firm operates 24 offices nationwide and continues to be an active part of the communities it serves, demonstrated through the philanthropic efforts of its SEIA Signature Fund for Giving, which has raised over $2 million for local youth-based charities. As SEIA looks to the future, the combination of strategic leadership, a growth-focused mindset, and a dedication to client service positions the firm for continued success in the competitive wealth management space.
For more information about SEIA and its services, visit seia.com/advisors.
Effective April 28, Matrisian will play a crucial role in co-leading SEIA's growth initiatives alongside Co-Founder and CEO Brian Holmes. His appointment is significant as it aligns with the firm's ongoing strategy of leveraging both strategic acquisitions and organic growth to enhance its service offerings and strengthen the resources available for advisors.
In a statement about his new role, Matrisian expressed excitement about joining SEIA and praised its strong reputation for client service and its impressive growth trajectory. He emphasized the importance of sharing SEIA’s success story with a wider audience and is enthusiastic about utilizing his extensive experience in mergers and acquisitions, technology, and advisor engagement to drive the firm’s evolution and national expansion.
Matrisian brings over 15 years of rich experience in mergers and acquisitions and strategic growth from his previous roles at AssetMark and Raymond James Financial, where he was instrumental in scaling operations to manage more than $140 billion in assets. His extensive background in enterprise sales, business consulting, and organizational design equips him with a unique perspective that will serve SEIA well as it seeks to deepen advisor engagement and expand its service offerings for its advisors.
One of Matrisian’s key objectives will be to improve the consistency and quality of estate, tax, and financial planning across all client interactions, thereby enhancing the value proposition advisors bring to their clientele. This consistency is vital in supporting long-term client relationships and will be integral as SEIA continues to drive its mergers and acquisitions strategy, ensuring that new integrations align with the firm’s client-first philosophy.
The leadership transition also comes with other key appointments to bolster the firm’s operations. Eric Rosen has been appointed as Chief Growth and Strategy Officer, and Howard Chen has taken on the role of Chief Operating Officer. These leadership changes reflect SEIA’s commitment to the continuous improvement of its advisor services and growth initiatives.
In the past year alone, SEIA has welcomed 58 new advisors and home office employees and has expanded its geographical footprint with new offices in several states, including Arizona, South Florida, Utah, San Francisco, and Tennessee. Additional offices are set to open soon in North Carolina and Texas, further exemplifying SEIA’s commitment to growth and service delivery in a dynamic wealth management landscape.
The firm has also demonstrated its commitment to social responsibility, notably contributing over $250,000 to local relief efforts following challenges such as the California wildfires, which impacted both advisors and clients. CEO Brian Holmes expressed gratitude and pride in the team’s resilience and dedication, reinforcing SEIA's vision of creating long-term value for its clients.
Under Holmes’ leadership for over 28 years, and now complemented by Matrisian's expertise, SEIA is poised to further solidify its position as one of the leading wealth management firms in the United States. The national recognition of SEIA includes being ranked as one of the "52 Best RIAs to Work For" by Financial Planning and securing the 21st spot on Barron's list of Top RIAs in 2024.
Founded in 1997, SEIA has built a reputation for delivering comprehensive investment management, financial planning, and estate and tax planning services. The firm operates 24 offices nationwide and continues to be an active part of the communities it serves, demonstrated through the philanthropic efforts of its SEIA Signature Fund for Giving, which has raised over $2 million for local youth-based charities. As SEIA looks to the future, the combination of strategic leadership, a growth-focused mindset, and a dedication to client service positions the firm for continued success in the competitive wealth management space.
For more information about SEIA and its services, visit seia.com/advisors.
Topics Financial Services & Investing）
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