St. Louis

Matt Dallas

CFP®

Portfolio Manager

8182 Maryland Avenue, Suite 500
St. Louis, MO 63105

Matt Dallas

Professional Certifications

  • CFP® – CERTIFIED FINANCIAL PLANNER professional

About Matt

As a portfolio manager, Matt Dallas enjoys solving the puzzles and challenges that come to his team. In his role, he helps manage client portfolios through daily monitoring and rebalancing. He also works closely with advisors to guide them through portfolio questions, but every client and advisor is different. He enjoys that aspect, having to think outside the box to find unique solutions to ensure all portfolios under his charge avoid risk and stay on their intended path.

His team’s collaborative nature motivates him to solve problems and do his best work. Matt likes that they’re able to help provide clarity for clients when it comes to portfolios. He does feel most at home when he’s analyzing and focusing on rebalancing or spreadsheets.

Before joining Buckingham in 2020, Matt brought with him years of experience in the financial industry. Previously, he worked as a securities operations service specialist for Wells Fargo Advisors and as a para planner and portfolio manager for MSMF Wealth Management. Matt has earned the CERTIFIED FINANCIAL PLANNERTM professional designation. He attended Wheaton College where he studied business economics and biblical archaeology.

A Nashville, TN native, Matt now resides in St. Louis with his wife and two sons. Outside of Buckingham, he enjoys woodworking, building everything from toys to coffee tables.