Matrisian Leads SEIA Expansion
Company - People | Apr 25, 2025 | EIN
Signature Estate & Investment Advisors (SEIA), a Los Angeles-based Registered Investment Advisor, has appointed Matt Matrisian as its new president. This move is part of the firm's strategic push to enhance its national presence following a year of significant growth, having exceeded $30 billion in assets under advisement (AUA) in 2024 and reporting a 30% increase in AUA over the last year. Matrisian, who brings over 15 years of experience in mergers and acquisitions and strategic growth from previous roles at AssetMark and Raymond James Financial, will work closely with CEO Brian Holmes. Together, they will focus on acquisitions, organic growth initiatives, and advisor support as part of SEIA's national expansion strategy. The firm has also made other leadership appointments, including Eric Rosen as Chief Growth and Strategy Officer and Howard Chen as Chief Operating Officer. Over the past year, SEIA has enhanced its advisor and home office teams with 58 new hires and expanded its geographical footprint with new locations in several states.
Sectors
- Financial Advisory Services
- Mergers and Acquisitions
- Wealth Management
Geography
- United States – The headquarters of SEIA is in Los Angeles, California, and the firm is expanding its presence within the United States by opening new offices in multiple states.
Industry
- Financial Advisory Services – The article focuses on Signature Estate & Investment Advisors, a Registered Investment Advisor firm, which is part of the Financial Advisory Services industry.
- Mergers and Acquisitions – The appointment of Matt Matrisian, with a strong background in mergers and acquisitions, highlights the firm's strategic focus on growth through M&A activities.
- Wealth Management – SEIA's focus on expanding wealth management services, as they look to enhance services in estate, tax, and financial planning, places the article within the Wealth Management industry.
Financials
- $30 billion – SEIA's assets under advisement in 2024.
- 30% increase – The growth in assets under advisement reported by SEIA over the past year.
Participants
| Name | Role | Type | Description |
|---|---|---|---|
| Signature Estate & Investment Advisors (SEIA) | Receiving Company | Companies | Los Angeles-based RIA focusing on national expansion and growth in assets under advisement. |
| Matt Matrisian | Incoming President | People | Appointed president of SEIA to co-lead national expansion strategy, with a background in M&A and strategic growth from previous roles at AssetMark and Raymond James Financial. |
| Brian Holmes | CEO | People | Current CEO of SEIA, working alongside Matrisian on the national expansion strategy. |
| Eric Rosen | Chief Growth and Strategy Officer | People | Recently named to enhance SEIA's growth and strategic positioning. |
| Howard Chen | Chief Operating Officer | People | Recently appointed as COO to support the firm's infrastructure and operations. |
| AssetMark | Previous Company | Companies | Matrisian's previous employer, where he held key leadership roles. |
| Raymond James Financial | Previous Company | Companies | Matrisian held leadership roles contributing to his extensive experience in mergers and acquisitions. |