Team

Matt Gagnon, CFA®

Investment Consultant

Matt Gagnon is an experience Chartered Financial Analyst at Quotient Wealth Partners with over 15 years' experience in investment management. Matt excels in reviewing and managing client investments, skillfully developing and articulating investment strategies tailored to the current market landscape. He graduated from the University of Denver with a Bachelor Science in International Business.

Beyond his professional pursuits, Matt is deeply committed to increasing financial literacy, volunteering his time at Junior Achievement of Dallas for the "JA Biztown" interactive simulation, designed to empower sixth graders with essential personal finance skills. A music enthusiast at heart, Matt finds joy in playing the guitar and indulges his passion for live performances by attending concerts in his free time.

CFA® – Chartered Financial Analyst®

The CFA® charter is a credential awarded by the CFA Institute to individuals who meet its education, examination, sponsorship, experience, and ethics requirements. To earn a CFA charter, eligible candidates must have four years of qualified investment work experience, become a member of the CFA Institute, adhere to the Code of Ethics and Standards of Professional Conduct on an ongoing basis, and complete the CFA program, which requires the passage of three separate six-hour examinations.  Topics tested by the CFA Institute include ethical standards, quantitative methods, economics, financial reporting, corporate finance, equities, fixed income, derivatives, alternative investments, and portfolio management.

Quotient Wealth Partners, LLC (“QWP”) is an SEC-registered investment adviser. Registration does not imply a specific level of skill or training. QWP’s website is for informational purposes only and should not be viewed as a solicitation, transaction offer, personalized investment advice, nor tax or legal advice. Statements about future possibilities are aspirational and not guaranteed. Investing involves risks, including the loss of principal. Past performance does not predict future results.

For details on QWP’s services, business operations, and fees, refer to our Form ADV available upon request or through the SEC’s Investment Adviser Public Disclosure website. Information from unaffiliated third parties is provided for convenience only and may not be accurate or complete. For important disclaimer information click here.