Mathew Tipton, CPA

Vice President

Mathew serves as a Vice President at Kings Path Partners. In this role, he oversees client portfolio management through account monitoring, trade recommendations, and trade execution. Mathew enjoys building strong relationships with his clients, regularly meeting with them to understand their financial goals and provide tailored solutions. He is also involved in delivering investment and financial planning strategies to help clients achieve success. He is a Certified Public Accountant.

He joined the firm in February of 2021. Prior to this, Mathew worked in consulting at Deloitte, where he was involved in M&A integration efforts within the oil and gas business sector. Additionally, he designed and implemented financial planning and analysis processes during organizational transformations. Mathew holds a degree in Accounting and a Master’s degree in Financial Management from Texas A&M University, graduating magna cum laude. While at Texas A&M, he participated in the Titans of Investing Program and the Tanner Fund at Mays Business School.

Mathew moved to Houston to be closer to his sisters, niece, and nephews. In his free time, he enjoys reading, running, traveling, and being involved with Stratford Young Life. He currently serves as the financial chair for the Stratford-Westside Young Life Committee.

Mathew’s ADV Part2B provides more background.