Matthew "Matt" Greene is a founder and managing partner of Pelican Family Office and serves as the firm's chief investment officer. His investment career spans more than twenty years, beginning on institutional desks in Chicago before returning to Louisiana to serve families and business owners.
Matt's early career included roles at Banc One Capital Markets (2003–2004), J.P. Morgan Securities (2004–2007), and Credit Suisse Securities (2007–2010) in Chicago. Since 2012 he has been affiliated with LPL Financial in Covington, and since 2024 he has also been an investment adviser representative of Pelican Advisory LLC. His qualification history includes the Series 7, Series 63, and Series 66 examinations and the SIE exam, with securities registrations across more than a dozen states.
Focus areas
- Investment strategy and portfolio oversight for the firm's families
- Aligning investment decisions with tax and planning strategy
- Institutional-grade process for private clients
This biography is compiled from public regulatory records and company materials. Registration details — including complete disclosure history — can be verified directly through the official links on this page.