Matthew Greene


Ph: (985) 237-4033



Matthew Greene is President of Heritage Oak Wealth Management.  Matt began his career in the financial services industry at Bank One where he served as a commercial banker throughout the state of Louisiana.  He moved to Chicago in 2001 after being accepted into the M.B.A program at The University of Chicago.  After completing his M.B.A., Matt joined JPMorgan's investment banking team focused on syndicated and leverage finance.  In 2007, Matt left JPMorgan to join Credit Suisse and form a team to provide leverage buyout funding to small and medium size private equity groups throughout the United States.  Prior to leaving Credit Suisse, Matt served as assistant trader and research analyst on a $250 million investment fund capitalized by Credit Suisse.

In 2011, Matt, with his wife Tara and their two children left Chicago to move back home to Madisonvlle, LA.  "Louisiana has always been home and I can't think of a better place to live and raise my children.  Having spent time in all facets of the financial services industry; from bank teller, commercial and investment banking, and investment fund management; I felt it was time to utilize those skills to help people with the investment planning process, so that they can work towards their financial goals."

Matt holds a Bachelors in Business Administration with emphasis in Banking and Finance from the University of Mississippi, a Masters in Business Administration from the University of Chicago with emphasis in Accounting and Finance, and holds his Series 7 securities registration through LPL Financial.