Profile
Mr. Brian Matter is a Principal at Creative Capital Management Investments LLC.
He specializes in helping business owners navigate their financial lives — including investment selection, risk management, estate planning strategies, succession plans, and retirement options.
He also serves as Chief Compliance Officer.
Mr. Matter previously worked as a Senior Manager on the Advisory Services team at Ernst & Young LLP.
He earned a B.S.
in business management at Brigham Young University.
Brian Matter active positions
| Companies | Position | Start |
|---|---|---|
Creative Capital Management Investments LLC
Creative Capital Management Investments LLC Investment ManagersFinance CCMI manages clients’ funds with long-term results in mind rather than short-term profits. The firm’s investment professionals primarily utilize institutional class mutual funds, Exchange Traded Funds (ETFs), real estate investment trusts (REITs), bonds, and bank instruments. Each portfolio is designed to meet each client’s personal investment objectives. | Compliance Officer | - |
Training of Brian Matter
Experiences
Positions held
Active
Inactive
Listed companies
Private companies
Linked companies
| Private companies | 2 |
|---|---|
Brigham Young University
Brigham Young University Other Consumer ServicesConsumer Services Functions as a College/University | Consumer Services |
Creative Capital Management Investments LLC
Creative Capital Management Investments LLC Investment ManagersFinance CCMI manages clients’ funds with long-term results in mind rather than short-term profits. The firm’s investment professionals primarily utilize institutional class mutual funds, Exchange Traded Funds (ETFs), real estate investment trusts (REITs), bonds, and bank instruments. Each portfolio is designed to meet each client’s personal investment objectives. | Finance |
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