Matthew Guillory, Cpwa®, Cepa®
About Matthew Guillory, Cpwa®, Cepa®
Matthew Guillory, CPWA®, CEPA®, serves as the Senior Vice President and Private Banker at City National Bank, where he leads the San Diego team and manages relationship profitability and portfolio risk. He has extensive experience in financial services, specializing in integrated advice across various domains including banking, credit, and asset management.
Work at City National Bank
Matthew Guillory serves as Senior Vice President and Private Banker at City National Bank, where he has been employed since 2018. In this role, he leads the San Diego team and is responsible for managing overall relationship profitability and portfolio risk. His position involves providing integrated financial services advice, including banking, credit, asset management, trust and estate planning, and brokerage. Guillory's expertise in strategic alliance development and competitive market analysis contributes to the bank's ability to serve high-net-worth and ultra-high-net-worth clients effectively.
Education and Expertise
Matthew Guillory holds a Bachelor of Science degree in Business Administration with an emphasis in Finance from San Diego State University, which he attended from 2002 to 2007. He furthered his education by obtaining a Master of Business Administration from Pepperdine Graziadio Business School between 2013 and 2015. Additionally, he completed a program in Wealth Management Theory & Practice at Yale School of Management in 2022. Guillory also attended Comerica Bank Credit College, where he achieved a certification in Commercial Lending Credit in 2012.
Background
Before joining City National Bank, Matthew Guillory held various positions in the banking sector. He worked at Union Bank as Vice President and Private Banker from 2014 to 2018, where he led a team within The Private Bank. Prior to that, he was a Vice President at Comerica Bank, focusing on middle market business banking and retail banking from 2008 to 2013. He also served as Vice President in the Corporate Banking Group at California Bank & Trust for one year in 2013. His experience includes a role as a Board Member and Loan Committee Member at Bankers CDC from 2009 to 2013.
Achievements
Matthew Guillory has been recognized for his exemplary skills in building positive relationships within culturally diverse communities. He has a proven track record of developing and managing client relationships with high-net-worth and ultra-high-net-worth individuals and families. In 2024, he was named to the San Diego Business Journal's 'Black Leaders of Influence,' highlighting his contributions and impact within the financial sector.