Matt Alonso
About Matt Alonso
Matt Alonso serves as the Vice President and Investment Counselor in Private Banking at HSBC, where he has worked since 2021. He has extensive experience in finance, having held various roles at institutions such as Bradesco BAC Florida Bank, Banco Sabadell, and BNY Mellon.
Current Role at HSBC
Matt Alonso serves as the Vice President and Investment Counselor in Private Banking at HSBC. He has held this position since 2021 and is based in Miami, Florida. In this role, he provides investment advice and strategies to clients, focusing on wealth management and financial planning.
Previous Experience in Banking and Finance
Prior to his current role, Matt Alonso worked at several financial institutions. He was an Investment Advisor at Banco Sabadell from 2015 to 2021, where he focused on providing investment solutions. Before that, he spent five years at Bradesco BAC Florida Bank as a Fixed Income & Equity Sales & Trading professional from 2010 to 2015. His career also includes positions at BNY Mellon and Dynegy, where he gained experience in financial analysis and risk management.
Educational Background in Finance
Matt Alonso holds a Bachelor of Science in Finance from Northeastern University, where he studied from 1999 to 2005. He furthered his education by obtaining a Master of Business Administration (MBA) from the University of Miami - School of Business, completing his studies from 2011 to 2013. His academic background provides a strong foundation for his career in finance and investment counseling.
Early Career in Risk Analysis
Matt Alonso began his career as a Senior Financial Analyst at BNY Mellon from 2005 to 2007. He then transitioned to a role as a Commercial Risk Analyst at Dynegy, where he worked from 2007 to 2009. His early experience in financial analysis and risk optimization laid the groundwork for his later roles in investment counseling and advisory.