ABOUT US

Our beliefs center around fulfilling our fiduciary responsibilities to our clients and treating others as we would like to be treated ourselves. From our mission to our vision to our values, our role is to help clients live their lives richly versus just getting rich.
Matt Zimmerman

Matt Zimmerman
Chief Growth Officer

Matt is Chief Growth Officer and member of the executive leadership team for Virtix Investment Advisors, focused on growth via strategic partners, business development and talent acquisition.

Prior to joining Virtix, Matt was a Vice President at Goldman Sachs – Personal Financial Management. Matt focused on FinTech sales and strategic Partnerships with RIAs and Independent Financial advisors nationwide. During his time with Goldman Sachs, previously United Capital, LLC, Matt helped to grow their behavioral finance client experience platform ‘FinLife’ from a concept to a successful multi-billion dollar SaaS Client experience platform.

Matt has over 15 years of experience in the financial services industry, with roles spanning product development, retail distribution, institutional sales and channel marketing. Prior to joining Goldman Sachs/FinLife Partners, Matt orchestrated the design and build-out of Milliman Financial Risk Management’s first retail platform. In this role, Matt was responsible for the day-to-day management and operations of Milliman’s distribution team, as well as the creation, development and positioning of each business unit in the marketplace. In so doing, Matt grew assets to over $70B across all channels and products.

Matt is a Certified Investment Management Analyst® (CIMA®) and currently holds his series 7 & 66 FINRA licenses.

Matt and his wife, Katie, have three young children and reside in the Chicagoland area. They enjoy spending time on the lake up in Northern Wisconsin, annual trips to Siesta Key, FL and visiting family across the country.