Inside SEIA’s Growth Playbook With President Matt Matrisian
What does it take to grow an RIA today without losing the personal approach that many clients value? That’s exactly what our President, Matt Matrisian, explored with Alex Cavalieri on the CAIS Live Conversations: Building With Alts podcast.
During the conversation, Matt digs into how SEIA thinks about everything from team-based advisory models and succession planning to AI-powered infrastructure, M&A cultural fit, and the expanding role of alternatives in client portfolios.
As Matt notes, the goal is not simply to add more capabilities, but to help advisors expand the possibilities of what they can deliver for clients in a scalable and meaningful way.
Thank you to CAIS and Alex Cavalieri for the thoughtful conversation and opportunity to share SEIA’s vision for the future.
Listen to the full episode here:
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