Matt Escalante, CFP®

Matt Escalante is Senior Vice President of Institutional Investment Strategy at HUB Investment Partners. He started his career in financial services with Northwestern Mutual Financial Network in 2005 and soon after joined HUB Investment Partners in fall of 2006. Matt started his career in financial services out of a desire to help others achieve their financial goals and establishing strong relationships. With a family background deep in education, HUB Investment Partners was a natural fit for Matt to help educators achieve their financial goals. Over his time at HUB Investment Partners, Matt has held a variety of positions including Investment Advisor to private clients, Regional Sales Director of group benefits and retirement plans, and Senior Director responsible for working closely with clients to develop retirement planning education and engagement activities for their employees.

In his current role, Matt leads the group retirement plan advisor team who develop quarterly investment reviews and present to investment advisory committees established by clients. Matt helped develop and runs the day-to-day operations of FinPath. Matt received his BA in Business Management from California State University, Fullerton.