Integrated Wealth Advisor
Matt Morehead is an Integrated Wealth Advisor at Carlson Capital Management. In this role, Matt is responsible for all aspects of the client relationship and investment portfolio management. He primarily serves clients by recommending, implementing and coordinating integrated wealth management services, including investment management, retirement modeling, insurance analysis, educational planning, estate and philanthropic planning and other general financial planning.
Matt joined CCM with more than ten years of experience serving the wealth management needs of affluent individuals and families in various leadership roles at firms in both Denver, Colorado and Baltimore, Maryland. Matt received his Bachelor of Science degree, with honors, from the United States Coast Guard Academy, and began his career as a Coast Guard Officer in Duluth, Minnesota, driving an ice-breaking and search-and-rescue ship on Lake Superior. After his shipboard tour in Duluth, he then went back to the Coast Guard Academy as an admissions officer and leadership instructor, and simultaneously earned his Juris Doctorate from the University of Connecticut School of Law and his Certified Employee Benefit Specialist (CEBS) designation from the Wharton School of Business at the University of Pennsylvania and the International Foundation of Employee Benefit Plans. Matt’s tenure as a wealth advisor followed law school, when he turned in his Coast Guard uniform for a coat and tie to serve people in a different way, helping a small group of individuals and families navigate the often difficult waters of properly managing their wealth.
Matt has been recognized with numerous Coast Guard awards, as a “Forty Under Forty” rising business leader in Denver, Colorado, and as a Five Star Wealth Manager, “Best in Client Satisfaction,” for his work with affluent families. Through the years, he has been active with Rotary International and various organizations aimed at mentoring disadvantaged youth. Outside of the office, Matt enjoys playing golf, cooking and being a dedicated “hockey dad and chauffeur” to his son, Maxwell. Matt and his wife, Heather, currently reside on the beautiful campus of Shattuck-St. Mary’s in Faribault, Minnesota. Matt will be serving clients from CCM's new downtown location in Rochester, Minnesota.
When I was a football player at the U.S. Coast Guard Academy, there was a saying above our locker room door that read, “Obstacles are what you see when you take your eyes off the goal.” That quote has stuck with me through the years, having more relevance to me now as an Integrated Wealth Advisor at CCM than as a young cadet at the Academy. I enjoy getting to know each of our clients on a deep level, understanding their goals, and in many cases, helping them to determine and prioritize their goals for the future. I then enjoy partnering with my CCM colleagues in their specific areas of wealth management expertise to make these goals actually happen, continually trying our absolute collective best to jump over, crawl under, or go around the obstacles that can inevitably pop up along the way. Helping our clients do great things with their wealth over time, as defined by them, and witnessing their resulting fulfillment, is extremely gratifying to me. I can’t think of a more worthwhile and satisfying pursuit.
Matt and other members of the CCM Advisory Team regularly post articles of interest on financial planning which you can find here.