Matthew P. Herrick, CFA®, Esq.
Managing Director, San Francisco Bay Area
Matthew Herrick joins Prospera Financial and Sierra Pacific Wealth Management after a nine-year career at Morgan Stanley where he was Senior Vice President, Senior Portfolio Management Director, and team leader of The Silicon Valley Perennial Group. He is a 25-year veteran of the securities industry, a former corporate attorney and member in good standing of the State Bar of California, and a holder of the prestigious Chartered Financial Analyst (CFA®) designation.
Mr. Herrick works closely with clients on comprehensive financial planning and investment management topics, including portfolio construction, retirement planning, and tax and estate administration matters. He has an extensive network of tax professionals, estate planning attorneys, and professional trustees with whom he collaborates to deliver solutions to individuals, families, and their businesses. He also works closely with civil litigators, providing comprehensive settlement planning advice to their clients. He is extremely excited to bring this experience to Sierra Pacific, Ryan Hyslop and his team of former Morgan Stanley colleagues.
Mr. Herrick is a graduate of the University of Washington and the University of Michigan Law School. He completed the Certified Divorce Financial Analyst ™ (CDFA) program in 2012, the Certified Structured Settlement Consultant (CSSC) designation in 2013 and is a candidate for the Certified Financial Planner ® (CFP) designation.
He spends most his time away from the office with his three children, Henry, Robert, and Caroline. He was, until her passing after a two-year battle with lung cancer in August 2018, the husband of Karen Stuart Herrick for 17 loving years. He is a native of San Jose, CA where he graduated from Bellarmine College Preparatory.