Matt Crow Speaking to the Financial Planning Association

Matthew Crow, CFA, ASA, is presenting at the 2022 Visions in Planning Conference hosted by the Financial Planning Association (FPA) of Greater Memphis on Wednesday, May 4, 2022.

Matt will be speaking on Current Trends in RIA Valuation. Other speakers include U.S. Congressman David Kustoff, Chris Jenkins of American Funds, Jerry Auippa of Longbridge Financial, and more.

The FPA of Greater Memphis works together with the national arm of the Financial Planning Association ® (FPA®) to promote the advancement of knowledge in financial planning, supporting programs and projects that help the public learn the benefits of financial planning.

Matt is the president of Mercer Capital and leads the Investment Management Industry team. The team provides RIAs, independent trust companies, broker-dealers, and investment consulting firms with valuation services related to corporate planning and reorganization, transactions, employee stock ownership plans, and tax issues as well as valuations of intangible assets, options, and assets subject to specific contractual restrictions.

Matt and his team also consult with investment management clients in the process of selling or buying.

Matt publishes research related to the investment management industry and is a regular contributor to Mercer Capital’s weekly blog, RIA Valuation Insights.