Matium

I help materials companies grow by automating the tedious tasks and streamlining their communication with their Network via Matium.

Director of Business Development (Growth Guy)

BlueFin Strategies LLC

Principal

Morgan Stanley

In 2022, I assisted Vic Roy with transitioning his Private Wealth business to Morgan Stanley. This business consisted of a multi-family office approach with an average client net worth of $50M+. We also continued our initiative in Exit Planing towards the SMB/MMB space by advising on multiple eight and nine figure exits. This clearly led to a deep focus on estate and legacy planning. 

Within my first few months at Morgan Stanley, I was invited to apply and ultimately accepted to be a member of the prestigious PWAA program that only accepts 10 members per cohort.

During the transition to Morgan Stanley, I was able to re establish as well as enhance many of the tax optimization strategies that I deployed at UBS.

Private Wealth Advisor 

Investment Consultant

I joined Managing Director Vic Roy in 2021 as a partner to lead the strategic planning practice within his private wealth business. Within the first year on the team, I implemented multiple strategic planning initiatives that helped to boost production by 25%+ during a bear market. These strategies helped our clients to optimize their tax efficiency as well as protect their downside.They included:

- Pairing direct index investing with opportunity zone funds
- Security backed lending arbitrage with structured yield investments 
- Pre sale planning around the SALT Tax workaround among other strategies 
- Private foundation creation and implementation

Financial Advisor 

During my time as a WPA, I worked with the top teams in the DC market to create and execute strategic planning engagements. The majority of my work was with founders planning around M&A or exit transactions. One of the teams that I worked with exclusively was The Capital ESOP Group, one of the leading advisors in the 1042 space.

While in the role, I worked on billions in collective exit value where strategic planning led to tens of millions in tax optimization.

Wealth Planning Associate 

Spire Holding LLC

- Co-led effort to launch Nashville office that focused on building the entertainment side of the portfolio.

- Identified opportunities to increase revenue intra company by connecting properties through partnership to boost ROI. 

- Developed, placed, and executed 5-hour ENERGY's national country music platform with anchor artist Dierks Bentley. This included nationally broadcasted television advertisements as well as a joint marketing campaign with 7/11 stores. 

- Created custom marketing platform for Sugarlands Distilling Co. around country music star Cole Swindell including a custom product line and royalty agreement. 

-Used artist/brand specific social analytic and demographic analyzation process to design and pitch partnership programs for artists such as Dierks Bentley, Cole Swindell, and Luke Combs among others. 

- Worked with clients and venues to create marque activation and hospitality experiences at concerts around the country to further enhance partnerships.

Music Division - Co-Director / Business Development 

-Enhance portfolio of sports and entertainment clients/properties through targeted marketing and social media

- Helped identify opportunities for revenue growth by expanding partnerships

- Assisted in pitch creation for prospective and current properties

Business Development Intern

South Carolina Gamecocks

- Assist with preparing of practice or games daily 
- Work closely with position coach with in-practice/in-game procedures
- Carried Steve Spurrier’s headset wire

Student Manager (Football)

- Assisted The Capitol Group with their institutional consulting practice including construction of product offerings 
 
- Gained knowledge of financial planning tools and techniques notably in the executive deferred compensation space.

- Worked closely with upper management to develop excel sheets and marketing tools that were used complex wide

Institutional Consulting Intern 

Georgetown Athletics

- Researched social media tactics specifically dealing with kids club and former athletes
- Developed plans for new approaches dealing with community outreach via social media

Marketing Intern

Naval Academy Athletic Association

- Assisted in creation of award winning “Rock, Paper, Scissors” promotion 
- Work daily with photoshop in creating promotional materials 
- Organize halftime and in game promotions
- Work in office to help create new promotions
- Worked hand and hand with the Baltimore Ravens to create a dual Social Media contest to promote both the Ravens as well as Navy Athletics

Marketing and Promotions Intern

In 2015, I carried Steve Spurrier’s headset at USC. 

In 2016, I was on the NASCAR circuit (not a driver).

In 2017, I toured with Dierks Bentley (not a musician).

Since 2018, I have advised entrepreneurs with a collective net worth in the billions of dollars on efficient optimization and exit strategies.

Now, I am helping to future proof the supply chain, build Industry 5.0 and give business owners a path to greater exits with Matium. 

I also founded BlueFin Strategies to continue to help founders and entrepreneurs optimize all aspects of their balance sheet. 

Remember: It’s not what you make, it’s what you keep

CFP® | CEPA® | FMVA®

What do these random letters mean? I took some tests that make me knowledgeable on Exit Planning, Estate Planning, and Valuations.

Mitch Best

Emmy Sobieski CFA CBP

🗝️ I can help you build your path to MegaWealth™️ without wasting years and missing millions in earnings due to guesswork.WHO I WORK WITH 💼Tech professionals in sales and software engineeringStartup FoundersManagement Consulting and Finance professionalsYou are naturally hard-working, willing to step outside your comfort zone, and make big moves in your life!WHAT I CAN DO FOR YOU 🚀Are you stuck in Big Tech, feeling burned out and undervalued? Many of my clients generate millions for their companies yet feel trapped in the "broke upper class," watching startup peers build wealth while they tread water.Imagine having a personalized, actionable plan to build wealth through startup equity—a plan that puts you back in control, aligns with your dreams, and sets you on a path to financial freedom. That’s what the MegaWealth™️ Plan delivers.With over 15 years of mentoring and a proven track record of helping students, mentees, and billionaires achieve extraordinary financial success, I’ll help you make your career work for you!HOW THE MEGAWEALTH™️ PLAN WORKS 💡Onboarding: A one-hour call to uncover your dreams, skills, and obstacles.Plan Creation: A 20-year career plan, leveraging my experience with billionaires and startups to chart your clearest path to success.Kickoff: A one-hour coaching call to align on the plan and enable immediate execution.Bonus Coaching Call #1: Accountability or major decision support at the 3-month mark.Bonus Coaching Call #2: Additional support at the 6-month mark or as needed.WHAT MAKES THIS DIFFERENT 🔎Unlike other coaching programs, the MegaWealth™️ Plan sets a 20-year destination and equips you with the tools and guidance to get there. This is for ambitious professionals ready to break into the career they deserve.WHAT OTHERS ARE SAYING ⭐️⭐️⭐️⭐️⭐️"Emmy has amazing strategic insights and a gift for discerning exactly what makes technology companies become successful." - Carl Carrie, Global Head of Trading Analytics at LSEG – (London Stock Exchange Group)"Emmy has been incredibly helpful as a resource as I evaluate both my career and emerging technologies. Her work ethic is unparalleled." - Dan Forman, Technology Sector Specialist"I've learned so much from Emmy! She's helped me break into my trading career and taught me the fundamentals of analysis." - Greg Magadini, CFA, CEO Genesis Volatility (and formerly retired trader)HOW YOU CAN LEARN MORE 👋💬 Reach out to me directly here on LinkedIn.📞 Schedule a call at https://calendly.com/emmy-sobieski/15-minute-intro-call-ES

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Mitch Best

Emmy Sobieski CFA

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