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Benefits from our collaborative approach

Matthew Streif

Senior Vice President–Wealth Management

Financial Advisor

Drawing on over 16 years of experience as a financial advisor, Matt joined UBS in 2015. He works with his team to design comprehensive wealth plans for high net worth investors and tailored investment strategies personalized to fit each client's unique set of financial goals and risk tolerances. Knowing that each client has their own balance sheet and income statement, he is also keen on the idea of addressing both assets and liabilities as well as income and expenses as he analyzes each specific situation.

He is committed to educating his clients, believing that knowledge is power and the better they understand, the more confident they will be in the ability to achieve their various objectives.  He is also passionate about adding value where clients weren't expecting it and has an insatiable curiosity that drives him to approach each situation from all angles in an effort to ensure the best possible outcome is achieved.

Matt earned both his B.A. in Economics and his M.B.A. from the University of Texas at Austin. He holds his Series 7, 3, 31, and 66 securities licenses, is a Certified Exit Planning
Advisor®, and is a Level II Chartered Financial Analyst® candidate.

Outside of work, he is currently involved with Meals on Wheels.  Previous non-profit work include Austin Sunshine Camps and the Young Men's Business League of Austin. He spent 12 years in various roles on their board of directors including four years on the Executive Committee as Treasurer for both organizations. Having spent nearly all of his life in Austin, Matt and his wife Sarah have 9 year old twins, Tucker and Quinn. He enjoys skiing, fishing, running, hiking, golf, and maximizing the value of points/miles for travel.   

Registered States:
  • CA
  • CO
  • CT
  • DE
  • FL
  • MA
  • MO
  • NJ
  • NV
  • NY
  • OK
  • PA
  • TX
  • WA

Eligibility is based on quantitative factors and is not necessarily related to the quality of the investment advice. For more information on third party rating methodologies, please visit ubs.com/us/en/designation-disclosures

Education

  • M.B.A., University of Texas at Austin
  • B.A. Degree in Economics, University of Texas at Austin

Credentials

  • Certified Exit Planning Advisor

Business succession
Custom portfolios
Alternative investments
Structured products
Banking
Securities-backed lending
Business Owners
Entrepreneurs
98 San Jacinto Boulevard
Suite 600
Austin, TX 78701
  • (512) 330-8009

Email Me

Our clients know that we put their best interests first at all times. As your financial advocates, we ask the critical questions to learn all about you, your family, priorities and concerns. At the end of the day, we understand that earning your confidence and trust requires integrity, prudence and accessibility.

Lift mountains

Wealth, from your point of view

Estate planning strategies

Estate planning strategies

Business transition and succession planning

Business transition and succession planning

Legacy—Wealth for others

For needs that go beyond your own—to help you improve the lives of others

What will your legacy be?
It’s never too early to plan ahead. A Legacy strategy can help you gain more control over your financial future and what you leave behind, so you can move forward with confidence.

Learn more at ubs.com/wealthway.

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A global leader in wealth management

$2.8 trillion

In invested assets globally 
As of 06/30/2022

51 countries

Our global footprint

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UBS is a world-leading wealth manager

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