Matthew Roach

Director, Portfolio Management & Vice President,

Allen, Mooney & Barnes

Joined: 2006

Office Phone:

(843) 576-4709

Direct Phone:

(229) 518-3173


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Bio

Matthew J. Roach CFA®, MBA serves as Vice President, Director of Portfolio Management and Chief Investment Strategist for AMB Wealth. Mr. Roach is a CFA Charter holder, Licensed research Analyst, General Securities Representative, Operations Specialist, and Register Investment Advisor. Mr. Roach has been in the wealth management/investment advisory business for 13 years. Prior to joining AMB, Mr. Roach served as the Director of Portfolio Management and Investment Strategist for Eastover Investment Advisors, LLC out of Charlotte, North Carolina from 2011-2015. Mr. Roach is a member of the CFA Institute and Atlanta Society of Finance and Investment Professionals. Mr. Roach holds a BBA in Finance along with an MBA.

Education