Matthew founded Meridian Investment Partners in 2011 and manages all client assets. He is a Chartered Financial Analyst®, Certified Financial Planner™ and Certified Public Accountant. Professional memberships include the Chartered Financial Analyst Institute, Atlanta Society of Finance and Investment Professionals, Board of Certified Financial Planners and the Florida Institute of Certified Public Accountants. Matthew’s combination of investment and tax experience allows him to take a comprehensive approach to wealth management and give clients the best opportunity to achieve their financial objectives. With more than 14 years of investment experience, Matthew is one of the few Chartered Financial Analysts in Georgia offering individual portfolio management services.
For more information about Matthew and to read his personal story, click here.
As a partner responsible for marketing and business development, Erin leverages her past experience in the marketing industry to help promote Meridian Investment Partners and establish strong communications between prospective and existing clients. Erin co-founded Meridian Investment Partners in 2011 and has since expanded her role by becoming a registered investment advisor in the state of Georgia. Erin serves as a client service associate whose primary goal is to simplify the conversation about saving and investing to show clients how they can achieve the financial goals they've set for themselves.
Meridian Investment Partners, Matthew Fassnacht and Erin Tatham are registered with the State of Georgia and regulated by the Securities Division of Georgia. Click here for additional information and to view registration details.