Signature Estate & Investment Advisors (SEIA) Names Matt Matrisian as President to Accelerate National Growth Strategy

Strategic leadership appointments for continued expansion following record over 30% year-over-year AUA growth for SEIA and its affiliates in 2024 to over $30 billion.

LOS ANGELES, April 24, 2025 /PRNewswire/ -- Signature Estate & Investment Advisors (SEIA), a full-service wealth management firm headquartered in Los Angeles, today announced the appointment of Matt Matrisian as President, effective April 28. Matrisian will work under Co-Founder Brian Holmes—who will continue to serve as CEO— to co-lead SEIA's national growth strategy, building on the firm's record expansion through both strategic acquisitions and strong organic growth, while strengthening the infrastructure and resources to help advisors grow their businesses.

"I'm thrilled to join an organization with SEIA's reputation for client service excellence and an impressive growth trajectory," said Matrisian. "SEIA has the industry's best kept secret and one of the industry's most compelling growth stories, and I'm excited to help spread the story. Leveraging my experiences across M&A, technology, and advisor engagement to accelerate SEIA's national expansion is incredibly exciting. I look forward to building on the firm's momentum and creating scalable growth opportunities that will benefit both advisors and their clients."

Building on SEIA's momentum of 30% year-over-year assets under advisement (AUA) growth in 2024, Matrisian brings over 15 years of experience in mergers and acquisitions (M&A) and strategic growth from his tenure at AssetMark and Raymond James Financial. His leadership has spanned enterprise sales, business consulting, and post-acquisition organizational design—experience he applied while helping AssetMark scale to over $140 billion in assets under management (AUM) through both organic and inorganic growth.

One of Matt's primary focuses will be to enhance advisor engagement and expand the services available to SEIA advisors. Additionally, he will help drive the continued evolution of its estate, tax and financial planning approach, emphasizing consistency across the firm's client engagements. This consistency will be critical in supporting advisors' value proposition in serving their clients, driving long-term client opportunities, and supporting the firm's M&A strategy by enhancing the efficacy and value of future business development efforts. With Matrisian's extensive M&A background and Cameron Stagg's, Director of Mergers & Acquisitions, focused leadership, SEIA has positioned itself to significantly accelerate its acquisition strategy while ensuring thoughtful integration of practices that share the firm's client-first approach.

"As SEIA enters this next phase of strategic growth, Matt's proven track record in M&A, channel expansion, scaling wealth management platforms and advisor technologies makes him the ideal leader to help us expand our national footprint," said Brian Holmes, CEO of SEIA." He also brings a deep understanding of what advisors need to grow and that expertise is critical for SEIA's long-term vision. This addition represents a significant investment in our future as we continue building one of the nation's leading wealth management firms."

SEIA has also announced strategic leadership promotions designed to strengthen SEIA's advisor services and growth initiatives, announcing that Eric Rosen has been named Chief Growth and Strategy Officer. To further strengthen SEIA's operational backbone, Howard Chen has been named Chief Operating Officer. In supporting its growth strategy over the past year, SEIA has added 58 advisors and home office employees while expanding its presence with new offices across multiple states, including, Arizona, South Florida, Utah, San Francisco, and Tennessee. Additional locations in North Carolina and Texas are scheduled to open soon. 

"This year has brought several challenges including the California wildfires where several Advisors and clients lost their homes. SEIA has donated over $250,000 to local relief efforts. Our team has remained focused, resilient, and committed to our long-term vision," said Holmes. "I'm incredibly proud of our well-earned internal promotions and major strategic wins for our clients. As SEIA's CEO for over 28 years, I remain deeply committed to leading the firm forward, working with Matt to scale with purpose. His leadership adds strength to an already exceptional team—one we've spent decades building. Together, we are well-positioned to continue growing and delivering for our clients. The best is yet to come."

Reflecting the firm's commitment to culture, continuity and scale, SEIA was named one of the "52 Best RIAs to Work For" by Financial Planning and ranked #21 on Barron's list of Top RIAs in 2024. 

For more information about SEIA and its services, please visit seia.com/advisors.

About SEIA:
Founded in 1997, Signature Estate & Investment Advisors, LLC® (SEIA) is an investment advisory firm based in Los Angeles, California that provides comprehensive investment management, financial planning, and estate and tax planning. Through SEIA's broker-dealer, Signature Estate Securities, LLC (SES), advisors can also offer clients a diverse range of financial products. With 24 offices nationwide, SEIA is committed to the communities it serves. The SEIA Signature Fund for Giving supports Southern California youth and has raised over $2 million for local youth-based charities. SEIA has been backed by Reverence Capital, a NY-based private equity firm, since 2022. For more information, visit seia.com.

SOURCE Signature Estate & Investment Advisors, LLC