Matt Rodrigue joined Waverly Advisors in April 2026 after TruWealth Advisors was acquired by Waverly Advisors, LLC. As a Partner and Portfolio Manager at Waverly, Matt brings almost 20 years of experience in Asset Management. He previously served as Chief Investment Officer of TruWealth, where he led the firm’s transition from Ameriprise Financial to an independent RIA platform. In this role, he directed investment strategy and portfolio construction, overseeing 35 internal models across equities, fixed income, structured notes, and ETFs.
Prior to TruWealth, Matt was Vice President of Institutional Trading at Iberia Capital Partners. He also held roles at leading asset management firms including Invesco, Columbia Management, and Cadinha & Co., developing deep expertise in portfolio strategy and market dynamics.
Matt lives in Lakeview with wife Mindy and their two kids Vivienne and Wade. Matt loves all things outdoors including Hunting, Fishing, Hiking and Alabama Football