Matt Tarka, AAMS®, CRPS®

Matt Tarka has been Director of Portfolio Management at Concentric Wealth Management since August 2023. An expert in investment management, Matt helps with research, due diligence, asset allocation decisions, investment model construction, trading, and operations for our wide array of private wealth clients, trusts, corporate assets, and 401k plans.

The Xavier University grad (BSBA in Finance) has more than six years in the industry with previous stints at HORAN Securities, Inc., 9258 Wealth Management, and Merrill Lynch Wealth Management. He also received his Accredited Asset Management Specialist (AAMS®) and Chartered Retirement Plan Specialist (CRPS®) certifications and is licensed to practice in Kentucky and Ohio.

Matt resides in Edgewood, KY, with his wife Dakota Dixon. In his spare time, you’ll find him exploring the Kentucky Bourbon Trail, homebrewing wines and ciders, and hanging out with their two dachshunds, Willet and Weller.