Matthew Bankston, CFP®

  • 30
  • June 18, 2014
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Investment Operations Manager

CFP®

M.B.A., University of Dallas

B.S. (Finance), Louisiana Tech University

Matt began with Argent in June, 2011. In his role as Investment Operations Manager, Matt is responsible for the systems run by Argent that are related to portfolio management, compliance, performance and reporting as well as our client portal. He is also responsible for the oversight of functions related to programming, management reporting, trading, unique assets and vendor management. In addition to his management responsibilities Matt participates in other firm wide projects as both a participant and a project manager.

Prior to serving as Investment Operations Manager, Matt served as Assistant Vice President and Trust Officer where he administered accounts and relationships for both individual and institutional clients.

Before joining Argent, Matt served as a Financial Advisor with Morgan Stanley Smith Barney in Shreveport, LA, and previously worked in various investment management roles with Fidelity Investments.

Matt graduated with an MBA from the University of Dallas and received his Bachelor of Science in Business Administration from Louisiana Tech University. Matt has previously held his Finra Series 7, 66, 9, 10, 31 and Securities Industry Essentials licenses as well as his Louisiana Life, Health and Disability Insurance license. Matt currently holds the CERTIFIED FINANCIAL PLANNER™ certification.

In his time away from work Matt enjoys spending time with his wife, Laura and their two daughters. Matt also serves as the Chairman of the Finance Committee for Ascension Classical School and he and his family are members of Norris Ferry Community Church.