Matthew Marsh

Matthew Marsh is a Partner and Advisor at Summit Trail Advisors, based in Denver, Colorado, where he is leading the firm's strategic expansion in the Rocky Mountain Region. He serves ultra-high net worth individuals, families, and institutions, focusing on providing comprehensive wealth management that goes beyond traditional approaches, with an emphasis on bespoke family office solutions, investing, tax structuring, governance, and legacy planning. Marsh's specific investment expertise spans multi-asset class portfolio construction for UHNW clients, including public and private equities, fixed income, alternative investments, and complex estate and tax structures typically required by top-tier family office clients.

Prior to joining Summit Trail Advisors in May 2024, Marsh spent nearly five years as Director and Private Wealth Advisor at BMO Private Wealth (including his role as Key Client Advisor) where he specialized in advising high-net-worth and ultra-high-net-worth clients on investment management, succession planning, and intergenerational wealth transfer. His leadership was instrumental in managing over $3 billion in client assets as part of the Key Client Group team that transitioned from BNP Paribas/Bank of the West to BMO Private Wealth before joining Summit Trail Advisors.

Marsh holds an MBA in Finance from Emory University and a Bachelor of Business Administration in Finance from Loyola Marymount University, demonstrating deep academic training in investment management and financial strategy. He is recognized for his more than 25 years of industry experience, distinctive expertise in serving UHNW families, and notable contributions in expanding boutique, high-touch wealth advisory services throughout the western United States.