Wedbush Appoints Matthew Parker as Senior Vice President, Investments in Santa Rosa, CA

Parker brings over a decade of experience guiding clients through portfolio construction and wealth management.

Published on Feb. 25, 2026

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Wedbush Securities, a diversified financial services firm, has announced the appointment of Matthew Parker as Senior Vice President of Investments, serving clients across the greater Bay Area from its Santa Rosa, CA office. Parker has over 10 years of experience, including roles at Merrill Lynch, VALIC, and Waddell & Reed, and will focus on portfolio construction, equity compensation planning, and concentrated stock management for individuals, entrepreneurs, and senior-level professionals.

Why it matters

The appointment of Parker strengthens Wedbush's roster of seasoned investment professionals and reinforces the firm's commitment to delivering exceptional service to clients across Northern California, a key market for the company.

The details

Parker has geared his career toward a technical, scenario-based planning approach, helping clients navigate business transitions and build long-term wealth. In his new role, he will leverage Wedbush's platform and resources to design customized strategies and deliver forward-looking guidance to clients.

  • Wedbush announced Parker's appointment on February 25, 2026.

The players

Wedbush Securities

A diversified financial services firm and the largest subsidiary of Wedbush Financial Services. The firm was founded in 1955 and is headquartered in Pasadena, California.

Matthew Parker

A new Senior Vice President of Investments at Wedbush, serving clients across the greater Bay Area from the firm's Santa Rosa, CA office. Parker has over a decade of experience, including roles at Merrill Lynch, VALIC, and Waddell & Reed.

Chris Mone

The Executive Vice President and Head of Wealth Management at Wedbush Securities.

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What they’re saying

“Today's clients need planning that keeps pace with how they earn, build, and deploy wealth. The platform and resources here at Wedbush give me the depth to design customized strategies and deliver forward-looking guidance. I'm excited to join a firm that supports independent advice and puts long-term client outcomes at the center of every decision.”

— Matthew Parker, Senior Vice President of Investments (Wedbush Securities)

“Matt's appointment reflects our continued investment in specialized advisory talent. His track record serving innovation-driven professionals, combined with his precision and forward-thinking planning approach, is exactly what it takes to serve clients competing in today's complex and fast-moving markets.”

— Chris Mone, Executive Vice President, Head of Wealth Management (Wedbush Securities)

The takeaway

Wedbush's appointment of Matthew Parker as Senior Vice President of Investments in Santa Rosa, CA demonstrates the firm's commitment to expanding its specialized advisory talent and delivering exceptional service to clients in the Bay Area, a key market for the company.