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Matt Farrell Caia

Senior Investment Manager at WE Family Offices

Matt Farrell, CAIA, serves as a Senior Investment Manager at WE Family Offices since April 2019, focusing on sourcing and implementing a diverse range of private investments for a multi-family office managing $14 billion. Previously, at Credit Suisse from August 2010 to March 2019, Matt held the role of Vice President, overseeing a portfolio of over 100 investment managers across various strategies, and conducting comprehensive due diligence on fund managers and their investments. Prior experience includes working in M&A and capital raising advisory at Howe Barnes Hoefer & Arnett, where Matt contributed to financial advisory for transactions exceeding $3 billion, and as a Financial Analyst at Mezrah Consulting, developing investment strategies for corporate clients. Matt holds an MBA from the University of North Carolina at Chapel Hill and a degree from North Carolina State University.

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