Hi, I’m Matt Diamond

Matt is an accomplished financial executive with over 15 years of experience driving strategic decision-making and operational excellence across diverse industries, including technology, private equity, and financial services.

Prior to becoming a fractional CFO, Matt was Director of Finance at Trinitas Partners, where he managed investment strategies for sustainable food and agriculture assets spanning California, Hawaii and Europe. Discovering his love for taxes at Trinitas, he earned his California CPA license during that time. 

At JPMorgan, Matt launched a groundbreaking instant payment product for SaaS clients, driving $12 million in annual revenue growth through strategic pricing optimization. His expertise in financial strategies was further honed as investment banker at Citi, where he facilitated high-profile M&A transactions and IPOs, including a $1 billion software company acquisition and a $3 billion IPO.

Matt’s earlier career at Deutsche Bank and Credit Suisse solidified his reputation as a top-tier financial analyst. At Deutsche Bank, he was instrumental in expanding equity trading revenue and earning the franchise recognition as one of Wall Street's most effective teams. He also excelled in coaching and mentoring junior talent, ensuring sustainable team performance.

When he’s not thinking about finances and taxes, he’s playing tennis in the greater Bay Area and working to lower insulin prices with BreakthroughT1D, a prominent diabetes advocacy group.