Matt Bowden

Vice President
Premium Strategies Group

Matt Bowden has been involved in the financial services and banking industry since 2005. Matt began his investment banking career as a trader at a large regional broker with a nationwide presence. As his career evolved Matt eventually sold for that firm to institutional accounts throughout the U.S. He performed in-depth financial analysis of bank investment portfolios. Matt then worked as an investment advisor, where he managed investment portfolios consisting of equity, bond, and REIT holdings.
As a Vice President in the Premium Strategies Group, Matt now serves institutional clients nationwide by assisting them in focusing on those products and strategies that fit their needs. His knowledge of the fixed income markets coupled with his extensive computer-based analytic capabilities and product expertise enable Matt to provide a superior level of service to his clients.
Matt provides his clients with unique services that differentiate him from other investment professionals. These services include:

  • Quarterly color graph studies with specific short and long term recommendations for earnings improvement and/or risk reduction
  • Monthly reporting of projected cashflow ladders including prepay and call feature estimates
  • Instant notification and well documented explanations of trade opportunities when bonds brought into inventory match a customer’s holdings
  • Superior analytics prior to trade execution interfacing Bloomberg information with spreadsheets to provide concise summaries of the risks and rewards of various investment opportunities
  • Documentation packets after each trade executed that include a summary of the reasons for the trade as well as all required regulatory supporting documentation

Matt is a graduate of The University of Memphis where he earned Bachelor’s degree in Business Administration with a major in Marketing. Matt has completed the Financial Industry Regulatory Authority (FINRA) licensing and registration programs Series 7 – General Securities Representative and Series 66 & 63– Uniform Combined State Law examinations. He and his wife, Emily, reside in Collierville, TN.