Senior Vice President, Investments
Gregg Matsuura has a total of 35 years of experience in Hawaii managing investments that range from real estate to stocks. He forms investment plans based upon people's stages in life. He has successfully helped clients build retirement portfolios and to invest during retirement designed to help protect and minimize risk. He has first-hand experience managing real estate investments in the aftermath of the Japanese Bubble, and a full range of investments during the Technology Crisis and the Financial Crisis.
He has worked 26 years as a financial advisor to individuals and institutions. He was recruited by Raymond James in June of 2017. Prior to Raymond James he was a financial advisor at UBS for 10 years and Smith Barney for 7 years. From 1992 to 1999, he was instrumental in managing the development of Dole-Iwilei, Mililani Technology Park, Dole Plantation and the Town Center of Mililani.
Mr. Matsuura holds an MBA and Master of Real Estate Development from the University of Southern California, with Beta Gamma Sigma honors. He holds a Bachelor's Degree in Accounting from the University of Hawaii - Manoa and graduated from Iolani School.
Mr. Matsuura is a CIMA®, Certified Investment Management Analyst and a CRPS®, Chartered Retirement Plans Specialistsm. As a CIMA®, he uses industry standard approaches towards diversification and selection of investment strategies. As a CRPS®, he has a deeper understanding of how retirement plans work so that he can better help his clients make informed decisions.
He's a member of the Waialae Country Club and enjoys golf and swimming for exercise.
Coming from a family with a three-generation passion for recreational fishing, Gregg has spent the last two decades restoring and partially building four boats. His hands-on involvement has included fabrication, engine installation, marine electronics integration, and hardware outfitting, with careful attention to boating safety and seaworthiness. These projects showcase the patience, craftsmanship, technical expertise, and attention to detail that define both his personal interests and professional approach.
Investments & Wealth Institute™ (The Institute) is the owner of the certification marks “CIMA®” and “Certified Investment Management Analyst℠.” Use of CIMA® and/or Certified Investment Management Analyst℠ signifies that the user has successfully completed The Institute's initial and ongoing credentialing requirements for investment management professionals.
Raymond James is not affiliated with the above organizations and/or charitable causes.
