Matium

I am obsessed with maximizing value for business owners, specifically those along the supply chain. By driving operational efficiencies that give them more time to grow as well as drive margin growth, we help to deliver them a better business. 

Matium is refining the way that materials move. Matium was built by plastic traders in order to maximize market efficiency and transparency. By digitizing material transactions and services, Matium will provide the data necessary for solving sustainability at scale.

Director of Business Development (Growth Guy)

BlueFin Strategies LLC

Principal

Tomorrowmade

Advisor

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.

“Giving New Life To Recycled Plastics”

A couple weeks ago Ryan Brodowski 
was kind enough to give me a tour of Commercial Plastics Recycling, Inc. Facility! 

Not only was the whole team extremely welcoming, but Ryan took the time to break down (pun intended) every step in their processes. 

Customer Satisfaction • Integrity • Teamwork• Excellence

Their company’s guiding principles & they show just that!

I am grateful to work with such great people on the network and continue to connect great companies to win together!

Mitch Best

“This is a relationship business”

Exactly!

Every good business is built on strong relationships!

That will never change!

As AI and technology advance it is important to not be so quick to say people or relationships are being replaced or altered…

Quite the contrary… relationships can expanded!

Now instead of being bogged down by wasteful work such as paperwork and logistics… you can spend the extra 15 minutes on the phone with the customer and talk about their kids sports.

You can take the afternoon to golf with prospects and not have to put out fires on your phone.

You can lean into relationship building and let automated processes free you up.

You can work on the business, not in the business!

At Matium we have seen users shave hours off of a single transaction which has enabled them to go do more business and go build better relationships!

We built the Network to enable this and empower this.

We want to empower you to do your business, your way.

It is going to be a great time getting the Network together NPE: The Plastics Show! 

We are excited to welcome you all into the Matium Network Lounge where you can mingle with other Network members, learn more about our platform/roadmap, and enjoy great vibes! 

We will see you everyday of NPE booth S12193! 

Let us know if you we will see you there!

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