Broker Check
Matt Dallas, CFA, CFP®

Matt Dallas, CFA, CFP®

Cognetio Program Manager

Matt Dallas, known by our team as "Dallas," joined MSMF in 2016, bringing with him years of experience in the financial industry. Before transitioning into his current role as Cognetio Program Manager, Dallas worked directly with Tom Murphy and Tom Mengel's clients supporting their needs. Now, Dallas's role is in serving clients across all of MSMF ensuring their portfolios align with their individual needs. Dallas holds a bachelor’s degree in Business and Economics from Wheaton College Illinois, is a CFA(R) Charterholder, and is  a CFP(R) Professional. In his free time, Dallas enjoys wood working, lacrosse, and sailing. A little known fact about Dallas is that he can solve a Rubik's cube!