Matthew Goldman has over eight years of investment experience. Before joining Summit Financial, he was a member of the investment and trading team at Condor Capital Wealth Management, where he conducted research and due diligence across public and private markets, with an emphasis on alternative investments and private credit. He also supported the firm’s alternative investment platform, providing research and investment monitoring for high-net-worth and ultra-high-net-worth client portfolios. Additionally, he supported portfolio management initiatives, including the implementation and trading of model portfolios and client accounts.
Prior to Condor Capital, Matthew served as an investment analyst for two family offices, working directly with the principals on portfolio construction and the sourcing and evaluation of private investment opportunities across a range of alternative asset classes.
Matthew earned a B.S. from the University of Michigan and an M.B.A. from Seton Hall University.
