Mathew R. Bacon, Wealth Manager

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2200 S. Utica Pl., Ste. 400, Tulsa, OK 74114
mbacon@ht-di.com
+1-918-388-2690
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Biography

Mathew Bacon has served high net worth investors for over 15 years, specializing in portfolio management and comprehensive financial planning. Prior to joining Disciplined Investments, LLC, Mathew worked with Charles Schwab & Co., Inc. in Tulsa as Vice President of Private Client Services, where he specialized in asset management.

In addition to his 12 years with Charles Schwab, Mathew worked with American Express Financial Advisors, Inc. in Dallas, Texas as a comprehensive Financial Planner. He has assisted retirees, doctors, business owners, executives, trustees, and beneficiaries with very diverse and complex estate planning issues, saving and investing strategies, private equity offerings, and real estate investments. He is a registered financial advisor with the national and local chapters of the Financial Planning Association.

Mathew is actively engaged in his local community. He has served as Secretary of the Kiwanis Club of Tulsa, Chairman of the Investment Foundation Committee of the Kiwanis Club of Tulsa, and is currently Treasurer of the ARTS and Humanities Council of Tulsa.

Representative Experience

• Created and managed diverse investment portfolios valued in excess of $120 million
• Designed investment policy statements for individuals, corporations, and non-profits
• Provided retirement planning to executives of several Forbes Fortune 500 Companies
• Constructed 10b5-1 plans and stock option exercise strategies for executives of publicly traded companies
• Provided education to qualified retirement plan participants of several Fortune 500 Companies

Speaking Engagements

• Presenter, Understanding Fixed Income in Today’s Markets, State Chapter of OSCPA (Oklahoma Society of CPA’s), March 2010
• Professional & Civic Affiliations
• Treasurer, Art and Humanities Council of Tulsa
• Member, Board of Directors Kiwanis Club of Tulsa
• Past Secretary, Board of Directors, Kiwanis Club of Tulsa
• Chairman, Investment Foundation Committee of Kiwanis Club of Tulsa

Education

B.S., Finance, University of Oklahoma