MATSON MONEY - Key Persons

Job Titles:

• Vice President of Advisor Relations

Since the age of 7, when economic hardship struck his family and altered their lives forever, Alex Ash was consumed with finding a way to safeguard others from similar misfortune. This life's mission led him to obtain a B.Sc. in Business from Elon University with a concentration in Finance. Mr. Ash subsequently took a role at Legg Mason-at the time one of the most recognized investment firms in the industry. He continued on with Legg Mason through its merger to Smith Barney, and eventually moved over to the insurance business at MassMutual. After a few years working with families as a financial advisor, however, Mr. Ash was becoming increasingly disenchanted by the realization that the industry as a whole was little more than a pipeline for selling products that produced lackluster results. It was at this critical juncture in his life that he attended one of Mark Matson's events which clarified the source of the problems with the industry and introduced him to a powerful alternative: empirically tested Nobel Prize winning investing principles. Six months later, Mr. Matson offered Mr. Ash a job at Matson Money; he enthusiastically accepted that offer and has now been with the company for more than a dozen years. In his role as VP of Advisor Relations, Mr. Ash coaches financial advisors to run the Matson Method, to save families from speculating and gambling, and to grow successful businesses. He has enjoyed speaking at numerous industry conferences and in front of thousands of investors all over the country. He also introduces new Advisors to the Matson Money platform and serves as a liaison between Matson Money and institutions such as the American Academy of Estate Planning Attorneys. Mr. Ash is trained in the life-altering coaching methods originated by Werner Erhard and taught by Steve Zaffron and the Vanto Group. He is an unrelenting stand for love, family, and the freedom to live an adventurous life. A lover of travelling and golf, Mr. Ash has taken full advantage of the golf lifestyle in Arizona.

Job Titles:

• Member of President Reagan 's Economic Policy Advisory Board ( Both Terms ), 1981 - 1989
• Member of President Reagan 's Economic Policy Advisory Board ( Both Terms ), 1981 - 1989 / Founder and Chairman of Laffer Associates

Dr. Laffer's economic acumen brings a distinct advantage to Matson Money, our coaches, and clients with insights on the implication of economic policy on savers and investors. Frequently referred to as "The Father of Supply-Side Economics," Dr. Laffer helps navigate the complexities of the economy, interest rates, and tax efficiency as it applies to portfolio construction.

Job Titles:

• Chief Compliance Officer

Dan has been with Matson Money since August 1994. Over the years, Dan has performed and defined the standards for every role in the Investment Services realm. He continuously provides research, portfolio design, returns auditing, compliance advice, and data for sales support. Dan's dedication to Matson Money shows up in long hours and impressive results. Dan graduated cum laude from Eastern Michigan University with a BA in Finance and Economics. He is currently working toward his CFA charter. Dan enjoys spending time with his daughter.

Job Titles:

• Portfolio Manager

Job Titles:

• Glenn Klimek Professor of Finance, Santa Clara University

Job Titles:

• Member of Our Academic Advisory Board

Harry Markowitz received the Nobel Prize for Economics in 1990 for his contributions to financial economics. Markowitz developed the foundations of Modern Portfolio Theory in the 1950s, which demonstrates how an investment portfolio can be engineered to maximize return for any given level of risk. This work included the Markowitz Efficient Frontier which allows individual investors to understand how a portfolio's expected returns vary with the amount of risk taken for a given combination of asset classes. In 1989, Dr. Markowitz was awarded the John Von Neumann Theory Prize in Operations Research Theory from the Operations Research Society of America and Institute for Operations Research and Management Sciences (‘INFORMS') for contributions in portfolio theory, sparse matrix methods, and simulation language programming. Markowitz has taught economics at Baruch College at the City University of New York, from 1982 until 1993, where he is now Distinguished Professor Emeritus. He now engages as an Adjunct Professor at the Rady School of Management at the University of California, San Diego; as well as Principle of Harry Markowitz Company. Since its inception, the Matson Method of portfolio construction has been based on strong academic investing principles, enabling us to provide advisors and investors alike an investing methodology that aligns to their long-term financial goals and sensitive to their risk tolerance. Undoubtedly, essential to these principles is Markowitz's Modern Portfolio Theory, which we assert will continue to still work for generations to come to have peace of mind around their money. We are pleased to have Mr. Markowitz as a member of our Academic Advisory Board.

Job Titles:

• Vice President of Coaching

As the youngest member of Matson Money's executive, having risen to the role of Vice President before the age of 30, Josh Crawford is developing a team of highly trained and effective business coaches. Mr. Crawford's team applies rigorous standards in the country-wide implementation of the Matson Method-a breakthrough approach that integrates advanced technologies of human behavior and Nobel Prize winning economic principles into a single science of investing. In addition to leading this team, he is the personal coach to more than one hundred financial advisors across the United States. After two years on a full ride scholarship at the University of Charleston and making the Dean's list in the business program at Cincinnati State Technical College, Mr. Crawford accepted Mark Matson's invitation to join Matson Money and help lead a revolution in the investing industry. His six years in this capacity have been marked by progressive leadership roles and increasing responsibility for the future of the company. Mr. Crawford has a background as a top performer in sales roles and is highly trained in the ontological approaches to transformation and human performance originated by Werner Erhard and taught by Steve Zaffron and the Vanto Group. He is the founder of the Christmas Carnival Cornhole Tournament, an event that raised over $40,000 in its first year to help under-privileged children in the Greater Phoenix Community experience Christmas, in partnership with Family Promise of Arizona. A deep sea fishing and snorkeling enthusiast, Mr. Crawford is also passionate about many athletic pursuits including baseball, basketball, and hiking. He is a quick study who enjoys reading and learning about many topics. Mr. Crawford lives in Scottsdale with his wife, Alex, and their newborn daughter, Sage. He is committed that his life is used to make a significant positive impact on the overall quality of existence for human beings on the planet.

Job Titles:

• CEO
• Founder
• Member of the Executives Team

Mark Matson is an American entrepreneur, author, and innovator in the fields of investing science and financial education. He is the creator of educational experiences, platforms, and tools that make Nobel Prize winning investing research accessible to investors and transform their relationship to money. Most notably, he is the creator of The American Dream Experience and the Matson Method. In 1991, Matson founded Matrix Asset Allocation, which later became Matson Money, with little capital. His company was one of the first Registered Investment Advisors to reject a commissions-based model, which Matson viewed as structurally incompatible with investors' interests. In addition, Matson determined to provide investments based exclusively on a structured investing philosophy informed by the Nobel Prize winning scholarship of Eugene Fama, Harry Markowitz, Merton Miller, and William Sharpe. Although they were considered so unorthodox at the time that Matson received severe criticism and pushback from many associates, such practices have increasingly been adopted by the investing industry in subsequent years and up to the present day. Since its inception, Matson Money has experienced significant growth, from $0 to over $8.6 billion in assets under management.

Job Titles:

• Become an Advisor
• Registered Investment Advisor

Matson Money Registered Investment Advisor $$ https://www.matsonmoney.com/wp-content/themes/matson-money/dist/images/temp/callout-bg-6.jpg

Job Titles:

• Glenn Klimek Professor of Finance, Santa Clara University

Investor behavior and decision making is a key component to reaching long-term investing goals. We are pleased to welcome noted behavioral finance researcher, Meir Statman to the Matson Money Academic Board. His work attempts to understand how investors and managers make financial decisions and how these decisions are reflected in financial markets. His most recent book is "Finance for Normal People: How Investors and Markets Behave".

Job Titles:

• Executive Vice President
• Member of the Executives Team

Married to Mark Matson for the past twelve years, Melissa joined Matson Money in 2018 to help him lead the American Dream Experience. She is a Vice President at Matson Money and also serves as the President of the Matson Family Foundation, an organization devoted to causing and supporting acts of kindness, both big and small, that change the world for the better. Melissa holds a degree in physical therapy from the University of Cincinnati. She is an avid cyclist who loves travelling and cycling with her husband, wherever they happen to be.

Job Titles:

• Vice President Research & Development / Program Design

Michelle has been with Matson Money since 1992. From operations to marketing to management to training, Michelle has done it all. She is known for her ability to conceive creative solutions. Currently, she is responsible for the research and development efforts for both new programs and advisor training at Matson Money. She oversees major projects related to training and program development. In the spring of 2009, Michelle published the book, Rich Chick: The 9 Must-Have Accessories Every Girl Needs To Create Financial Confidence, Independence, And Freedom… The Smart Way. She frequently speaks on the topic of women and investing all over the country. When she's not at work, Michelle loves to spend time with her husband, Matt, and their three wonderful daughters.

As an expert in the field of statistics, Dr. Ott lends his expertise to Matson Money and investors by actively analyzing and providing third-party validation for the economic and financial research upon which our portfolios are constructed. His scrutiny indicates the probability of outcomes concerning the implementation of specific investing strategies. His analysis of the existence and confirmation of "The Barbell Effect" has a significant impact on the design of Matson Money portfolios.

Job Titles:

• Vice President of Operations
• in 2006 As a Member

Rick joined Matson Money in 2006 as a member of the coaching team. Throughout the growth of the company, he has taken on many different roles and grown both personally and professionally. He has been an integral part of the growth of the Investment Services team and was the leader for 401k plans and MRI development. He is now the Vice President of Operations, helping to develop the team in size and scope to provide world-class service to our clients and advisors. He is the blessed father of two children, he spends his free time with them hiking, playing sports, and being a supportive "Cheer Dad."

Job Titles:

• Founder and Head of Research and Development at Vanto Group
• Founder and Head of Research and Development at Vanto Group / Co - Author of the National Bestseller, "the Three Laws of Performance"
• Founder of Vanto Group

Steve Zaffron is the Founder of Vanto Group, a consulting firm specializing in the design and implementation of large-scale initiatives to elevate organizational performance. In its 28 year history, Vanto Group has consulted more than five hundred organizations in twenty countries, including Lockheed Martin, Apple, Met Life, Johnson & Johnson, Reebok, NASA, Northrop Grumman, BHP-Billiton, Telemar, Brazil, Polus Group, Japan, and the US Defense Department. Mr. Zaffron is recognized as an international leadership authority and has been a guest lecturer at universities throughout the US and Europe, including the Harvard Business School, University of Rochester, Ohio State, University of Southern California, and Erasmus Academy in the Netherlands. He is the co-author of the best-selling book The Three Laws of Performance in which a new theory about creating breakthrough performance for organizations is developed. He is also a senior executive, Forum Leader, and board member with Landmark Worldwide, where he spearheaded the design of The Landmark Forum, a program which has been attended by more than a million people. Mr. Zaffron graduated magna cum laude in Philosophy from Cornell University and received a Master's degree in Philosophy from the University of Chicago.

Job Titles:

• Leader
• Rudd Family Foundation Professor of Finance Haas School of Business, University of California

Terrance Odean is a leader in the field of behavioral finance, boasting extensive research in the area of investor behavior, investor biases and habits. His research reveals how behavior can destroy investor performance and the ability to create wealth. Dr. Odean's expertise is essential to the creation of coaching systems and tools for prudent long-term investing.