Team

Investment Team
John P. Alar
Samuel B. Bowles
Thomas K. Hoops
Nirav D. Kachalia
B. Pearson Pendergrass
Michael P. Phipps, CAIA
C. Brett Scott, CFA, CAIA

Wealth Advisory and Family Office Services
Mark T. Allan
William P. Amerine
Alexandra A. Bayler, CAIA
Addison B. Dascombe
Zelle R. Dunn
Matthew D. Favreau, CAIA, C(k)P
Caroline M. Funderburg
Lauren C. Hipp
Matthew B. McConaty
William F. Owens, Jr.
David S. Routh
Kaitlyn E. Salgueiro
Lee G. Tiller

Operations
Deep Adhikari
Charlotte K. Atkinson, CIPM
Thomas A. Dobbins, CPA
Rachel R. Greenwood
Meghan M. McArdle
Talmage T. Spence, IV, CPA
Jordan D. Thomas

Team

Matthew B. McConaty

Client Advisor

Matt McConaty is a client advisor at New Republic Partners and helps lead the Rocky Mountain team in Denver with Managing Director Will Amerine. He specializes in providing investment counsel and financial planning to founders, multi-generational families and organizations. Matt leverages his financial expertise and the firm’s deep resources to guide his clients in realizing their goals. He focuses on furnishing sophisticated solutions in the areas of estate planning, tax management and legacy formation. 

His prior wealth management experience includes serving as a client strategist at BNY Mellon and as a financial advisor with UBS. Matt has worked in wealth management, investment banking and commercial banking over his career. He has traveled to and worked in more than 40 countries worldwide. 

He received his Bachelor of Arts from Boston College and his MBA from Thunderbird School of Global Management.

Matt is a member of the Rocky Mountain Estate Planning Council and is active in the Parkinson Association of the Rockies.