Practical analysis for investment professionals

Matthew M. Bell, CFA

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Matthew M. Bell, CFA, is president of Bell Family Interests, a private family office management and consulting firm. He is also an active investor in private companies through direct transactions, and a founding member of the Alamo Angels Network. Prior to founding Bell Family Interests, he was chief investment officer (CIO) and director of family office services for Cross Financial Services Corporation, a Texas-based financial planning and investment management firm. Among his other key positions, were president of Southwest Investment Management, a Texas-based registered investment advisor (RIA) firm, and managing director of The Trust Company, N.A., a federally chartered trust bank headquartered in San Antonio, Texas. Bell also served as the president of the Financial Planning Association of San Antonio and South Texas chapter. He is a graduate of Southern Methodist University with a BBA in finance. He is a CFA charterholder and Certified Financial Planner.

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