Matt Vining
Client Service Associate
Matthew Vining started his career in the financial services industry in 2019 at Batie and Co as a client service associate. He had prior internship experiences at Morgan Stanley and Rinchem Co Inc, which allowed him to contribute to business operations. As he gained more experience and obtained his Series 7 and 66 licenses, he was able to take on responsibilities related to portfolio management and research, assisting Bill in these areas.
Matthew values independence in his work, recognizing that it grants him the flexibility to provide clients with the level of service they deserve. Additionally, he plays a role in maintaining the functionality and efficiency of CRM (Customer Relationship Management) platforms used by the company.
In 2021, Matthew relocated to Los Angeles, California, but continues to work remotely for Batie and Co Capital Management. Outside of work, he enjoys staying active through exercising, has a passion for cooking, and spends quality time playing with his dog.