Matt Shaia is a Managing Director and the Director of Investment Operations at Brockenbrough, a Richmond-based wealth management and OCIO firm serving both institutional clients and ultra-high-net-worth families.
One of the more interesting structural questions in investment management today is how a firm serves two very different client types – institutions that demand performance transparency and risk analytics, and families that want holistic, trust-based relationships, without building two separate businesses.
Brockenbrough has found a way to do exactly that, and Matt has been at the center of building the operational infrastructure that makes it work.
We cover how Matt evolved from research analyst to firm-wide operations leader, how Brockenbrough runs a shared investment engine across its OCIO and private wealth platforms, and the technology and data philosophy they’re using as AI tools proliferate. We also get into what it actually takes to differentiate in the private wealth market when everyone is chasing the same technology stack.
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