The Ascent With Crestmont Private Wealth

The Ascent with Crestmont Private Wealth - Matthew Parra


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In this episode of The Ascent, hosted by Sam McGee from Crestmont Private Wealth, special guest Matthew Parra from Origin Bank shares his journey from college to becoming a successful portfolio manager. Matthew discusses his upbringing, education at Texas State, and the challenges and rewards of entering the professional world. He offers invaluable advice for college students and young professionals on relaxation, embracing the grind, financial responsibility, the importance of mentorship, and the power of grit. 

Visit CrestmontPW.com for more details.

Host:  Sam McGee - MBA, CFA

Contact: 830-368-2898 / www.crestmontpw.com / 604 S. Main St. Boerne TX 78006

Air Date:  March 29th 2025 as heard on Boerne Radio 103.9FM.

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The Ascent With Crestmont Private WealthBy Sam McGee