Camelot Portfolios, LLC
1700 Woodlands Drive
Maumee, OH 43537
Matthew Moses, CAP
PROFESSIONAL // Matthew joined the Camelot team in early 2010 after graduating from the University of Toledo with a degree in Entrepreneurship. Originally hired to help serve in operations and relationship management, Matthew continued to grow professionally and now serves as our President.
Continuing his commitment to learning, Matt obtained the Chartered Advisor in Philanthropy (CAP®) designation in 2013. This designation provides professionals with the knowledge and tools needed to help clients articulate and advance their highest aspirations for self, family, and society. CAP®s become members of a growing network of top planners who are working to make our towns and cities better places to live for generations to come. (Source: The American College)
Matthew's primary responsibilities include consulting, business development, and leading and developing new firm initiatives.
PASSION // Philanthropy. Matthew is the founder of Effective Give, a non-profit organization that promotes proactive philanthropy and effective altruism.
Matt spends much of his free time researching and promoting some of the world's most effective charities. While the organization offers a wide breadth of research, Matt's primary passion is devoted to educating donors how to use their resources to achieve greater charitable impact.
PERSONAL // Matthew is an avid beach volleyball player and outdoor enthusiast. He loves reading and gets excited about the opportunity to learn new things. Matt also enjoys spending time with his family, wife Katrina, and Boxer rescue, Zoey.