Matthew Foster is committed to delivering a high level of service and helping ensure each client experience is seamless, responsive, and aligned with their long-term goals. He joined Moneta as a Client Service Manager on the Williams Team in search of a firm that is forward-thinking, independent, and deeply focused on putting clients first, values that continue to shape his approach to client service today. 

Prior to joining Moneta, Matthew gained experience across both retail and institutional sides of the financial industry. At Charles Schwab, he worked closely with brokerage clients on a wide range of needs while earning his Series 7 and Series 63 licenses. He later joined Innovest Portfolio Solutions, where he supported institutional consulting efforts for retirement plans, nonprofit organizations, and ultra-high-net-worth families. In this role, he conducted investment due diligence across mutual funds, separate accounts, and alternative strategies, while also serving as a primary point of contact for clients and managing a portfolio of individual investors. 

Matthew earned a Bachelor of Science in Finance from Regis University. He currently holds his Series 65 license and previously held the Series 7 and 63. 

Outside the office, Matthew is an avid golfer and fly fisherman who enjoys exploring Colorado’s waterways. As a devoted Colorado sports fan, he can often be found cheering on the Broncos, Nuggets, and Avalanche.