Matt Valkovic is the Director of Client Services for CircleBlack, a “fintech” start up based out of Jersey City, NJ. CircleBlack is a mobile wealth management platform for financial advisors, their clients, and retail investors. CircleBlack gives financial advisors the ability to communicate more effectively with their clients, increase revenue by giving advice on held-away assets, and grow their assets under advisement. Clients see all their wealth in place, get financial and market insights that is specifically relevant to their portfolios, and build a closer relationship with their advisor.
With a portfolio tracking app that integrates all of your accounts, you’re empowered to control your investments and ensure that they are all working toegether to grow your future net worth. If you’re a financial advisor, learn more here. If you’re an investor, sign up here to join CircleBlack today.
Matt joined CircleBlack in November 2014 after a short stint as a project manager for Siemens in the SF Bay Area. Before CircleBlack, Matt was commissioned an artillery officer in the US Army. He served for four years, including a yearlong deployment to West Baghdad, Iraq with the 1st Infantry Division in 2008-09. After the Army, Matt moved to Los Angeles, CA where he worked for Spirit of America, a humanitarian NGO. For almost four years, he criss-crossed the world for Spirit of America, working alongside US troops and diplomats to provide humanitarian assistance to communities across Afghanistan, the Middle East, Africa, and South America.
Matt enjoys working at Laptop Lounge. “Since I joined CircleBlack, I’ve worked from home. My wife and I welcomed our first child in August and while I’d totally prefer to stay home all day and stare at our little guy, I need a place to go where I can focus on helping CircleBlack grow into a world-class technology solution for investors and advisors. Laptop Lounge offered a better, more flexible package than the other competition in town and the customer service is top-notch! I work and make calls in the Open Lounge at a desk with a monitor that they provide. I also enjoy the option of a phone booth for when I need to make a private call. If you live in the Walnut Creek area, the location is great. I bike to work and use the trail to get here. It’s close to BART, which is a key selling point. Most importantly, I have that separation from home to focus on work.”
Matt lives in Walnut Creek with his wife Stephanie, an attorney in San Francisco, and their newborn son, Tommy.