Matt Broback

Matt Broback

Director

Matt is a Certified Public Accountant with over 23 years of experience in the accounting and finance fields. He has worked in family office management for high-net-worth individuals and families for over 18 years.

Matt holds expertise in the following disciplines:

  • Family Office services, management and strategy
  • Income tax, estate and financial planning for high-net-worth individuals and multi-generational families
  • Portfolio management and performance reporting
  • HR, employee benefits, payroll
  • Financial accounting
  • Business process improvement
  • Management reporting
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Education / Certification

  • Bachelor's degree in Business Administration, University of California, Berkeley, Haas School of Business
  • Certified Public Accountant, California (inactive status)

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Professional Experience

  • Chief Executive Officer, Maybrook LLC
  • Vice President, Hall Capital Partners
  • Audit Manager, Deloitte

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