For over 25 years, Narwhal Capital Management has been helping clients in the metro Atlanta area and beyond manage their investments and take charge of their financial health. Though economic outlooks and market trends vary, we remain steadfast in our commitment to serving clients through the model of stewardship. Our goal is to provide a personalized portfolio with risk-appropriate investments developed from a knowledge not only of markets, but of you, the client. Relationship-based portfolio management, proactive service and an emphasis on education are foundational to our vision for you and Narwhal.
Narwhal Capital Management was founded by Matt Burton in 2005. During his previous 11 years as an investable asset manager, he uncovered an alarming lack of personalization in the wealth management industry. With the establishment of Narwhal Capital Management, Burton was determined to create something personal. The result is that every portfolio is customized to the client - we are not selling a basket of ETFs or mutual funds or pre-packaged services.
Since 2005, we’ve grown our service offering and implemented key changes to better serve our clients. We removed account minimums in 2013, added a full-service tax and accounting department in 2014, and began offering financial planning services in 2018. From our talented team members and comprehensive services to our core philosophy of personalization, we believe we’ve created something truly unique.
Matt began his career in asset management at Matsco Incorporated, a Delaware holding company (and Narwhal’s predecessor) in 1994. After 11 years at the helm of Matsco’s investment portfolio, he founded Narwhal Capital Management in 2005. Today, the majority of Matt’s time is spent on portfolio management. The most seasoned member of the portfolio management team, Matt’s 26 years of managing investments across all asset classes vests itself in a well-rounded appreciation for disciplined, methodical money management. Matt received a bachelor’s degree from Samford University and an MBA from the J. Mack Robinson College of Business at Georgia State before earning his Chartered Financial Analyst designation. Matt is an avid outdoorsman, a lover of poetry, a student of theology and a family man. He is a published author and the artist behind the photographs portrayed on this website. He and his wife Mary have five children, Luke, Mary Grace, Will, Esther and Lydia.
Vice President, Portfolio Manager
Andrew’s career with Narwhal began as an intern during the summers of 2008 and 2009. He was hired in a full-time capacity in 2011. Andrew enjoys a multifaceted role and splits his time between portfolio management, client engagement, and operations. Andrew serves on the Advisory Board for the Mercer University Student Managed Investment Fund and completed the Charles Schwab Executive Leadership Program as a member of the 2019 class. Andrew and his wife Amanda live nearby in Marietta with their two kids.
Chief Investment Officer, Portfolio Manager
Ben arrived at Narwhal from a small investment firm in Eugene, Oregon, where he cut his teeth investing in individual stocks, bonds and derivatives. He earned the right to use the CFA designation in 2016, holds his Series 65 license and is a certified Financial Risk Manager. Ben received a bachelor’s degree in finance from the University of Washington. In his free time, he plays competitive tennis, mentors for Mentoring for Leadership and is a frequent contributor to The Investing Podcast.
Director of Fixed Income, Portfolio Manager
Tom joined the Narwhal team in the fall of 2018. He has a bachelor’s degree in Finance from Kennesaw State University. Tom has spent his career trading fixed income on both an institutional and retail level, specializing in Municipal Bonds. He holds Series 7 and Series 66 Licenses. Tom lives in Marietta with his wife, Maeve. When he’s not in the office, he enjoys playing rugby, traveling and watching Tennessee football.
Equity Analyst, Portfolio Manager
Junior Equity Analyst
Vincent joined Narwhal in the summer of 2020 after graduating from Emory University with a B.B.A in finance. With previous internship experiences in institutional investing and crude oil trading, Vincent currently focuses on analyzing equity securities, with a focus on consumer and technology related companies. Outside of work, Vincent enjoys a game of classic chess.
Jason started at Narwhal in the summer of 2020 after graduating from Vanderbilt University with a bachelor’s in Economics and History. While at Vanderbilt, he also completed minors in Finance and American Politics. Jason spends most of his time researching and analyzing anything and everything to do with client’s investments, from stocks to real estate to the macroeconomy. In his free time, Jason enjoys playing sports, boating, traveling, and being disappointed by his local college and professional sports teams.
Director of Client Services
Andrea joined Narwhal’s team as Director of Client Services in 2017. She manages the client service team and oversees all client initiatives, ranging from engagement to administration of accounts. Andrea received her BBA from Mercer University and holds an Investment Foundations Certificate from the CFA Institute. In her free time she enjoys spending time with family, traveling, and is a founding member of the Grapevine garden club. She and her husband live in Marietta and welcomed a baby girl in 2020.
Financial Planning Associate
Melissa came to Narwhal in the summer of 2018 following the completion of her master’s degree in financial planning from the University of Georgia, where she also earned her bachelor’s degree in consumer economics. Her interest in the field started with learning about consumer behavior, specifically its relation with complex moneymaking decisions. Melissa recently received her CFP® Certification in January 2021. Working with a CFP® professional can help you find the path to achieving your financial goals. Your goals may evolve over the years as a result of shifts in your lifestyle or circumstances such as an inheritance, career change, marriage, house purchase , or a growing family. Melissa is here to help you through that process. When she’s not working, Melissa enjoys cycling, cooking, and spending time with her beagle and two nieces.
Luke joined Narwhal’s client services team in the spring of 2019 after working as a wrangler on a West Colorado guest ranch. He holds a B.S. in psychology from Davidson College and competed for four years on the Davidson men’s swim team. His role at Narwhal focuses on 401k planning and client services. In his own time, Luke enjoys all things related to fitness and the great outdoors.
John started at Narwhal as an investment intern in the summer of 2019 while working to complete his MBA at Auburn University. After finishing his schooling, John joined the Narwhal team in a full-time role as a client service associate in the summer of 2020. John has been tasked with servicing a portion of Narwhal’s younger client base as well as expanding the company’s management of outside 401k plans. Along with his MBA, John holds a bachelor’s degree in finance from Auburn.
Director of Tax and Accounting Services
Like the firm’s founder, Dean also came to Narwhal after a long career (35 years) with C.W. Matthews Contracting Company. Dean specializes in tax consultation and preparation, particularly for high net-worth individuals, trusts and privately owned corporations. He and his wife Kim have a grown son, Alex. On weekends in the fall, Dean can be found at Sanford Stadium in Athens cheering on the Georgia Bulldogs and awaiting the next Herschel Walker.
Tax and Accounting Associate
Jonathan joined Narwhal’s staff in January 2017. He comes to Narwhal with 15 years of experience in the accounting field. Throughout his career, he has performed various roles ranging from job cost accounting to serving as Controller. After obtaining his B.A. in accounting from Kennesaw State University, Jonathan was also able to earn his CPA certificate. When Jonathan is away from the office, you’ll find him and his wife, Lisa, having fun with their two boys, Corbin and Porter.
Tax and Accounting Associate
Donald joined Narwhal in February of 2021. He brings 15 years of experience in tax compliance and consulting in public accounting specializing in high net worth individuals and their related businesses along with commercial real estate taxation. He received both his BA in Accounting and his Masters in Taxation from Georgia State. Donald is very active as a member of the Grand Lodge of Georgia Free and Accepted Masons. In his free time, you can most likely catch him with a line in the water, either on Georgia's lakes or offshore marlin fishing in Cabo San Lucas.
Director of Trust Services
A member of the Narwhal team since January 2015, Sylvia previously worked at C.W. Matthews Contracting Company. The resident expert on trust documents and execution, Sylvia spends most of her time assisting Narwhal’s accounting department. A Scottish culture enthusiast, Sylvia participates in many local Highland festivals and appreciates a good Scottish Country Dance as much as a fine single malt.
Chief Compliance Officer
Jonathan joined Narwhal Capital Management as an intern in the spring of 2018. After completing his senior year at Kennesaw State University, Jonathan returned to Narwhal as the firm’s Associate Portfolio Analyst. Jonathan oversees day-to-day portfolio analysis tasks while simultaneously supporting the Investment Committee. He holds a Bachelor’s of Finance from Kennesaw State University.
Natalie joined the Narwhal team in Spring 2021 after working for a large investment firm in Atlanta for over seven years. Highly motivated, with a desire to learn and grow, she uses her top-notch organizational skills to help her colleagues, more effectively and efficiently, serve clients. She holds a degree in Music Performance from Kennesaw State University that she uses in her spare time singing with the ASO and the Atlanta Opera. Natalie and her husband, Alex, live in Kennesaw with their Great Dane Berkley and their new baby boy Brayden.
Greg joined the Narwhal team in the summer of 2017. Greg started with a focus on social media and marketing, but quickly transitioned to fill the role of IT and operations support. Greg also acts as the producer of Narwhal's audio and video content. In his spare time, Greg enjoys traveling, cooking, and watching soccer.
At Narwhal Capital Management, you’re more than just a portfolio, and it’s not all about the numbers. Let’s start with a meeting about your needs and future goals.