In 2009 Matt launched Red Rock Strategic Partners focused on driving execution and client value growth within the financial services industry. Later Matt also founded Red Rock Advisors out of a passion for helping private businesses grow, flourish and transition successfully.
Matt began his career at the age of 23 consulting exclusively to the wealth management industry. Matt sought to help advisors, managers and teams grow their practices and add more value to clients. Over the course of 7 years, Matt worked with over 4,000 financial advisors in every major firm on Wall Street and built or developed more than 100 teams per year.
In 1998, Matt joined Smith Barney. Matt held senior level roles in professional development, business development, marketing, national sales, fee based asset management and wealth management. Additionally Matt worked in the branch system as a client advisor and branch manager.
Matt also served as the Director of Business Development for Regions Financial / Morgan Keegan before launching Red Rock Strategic Partners and Red Rock Advisors.
Matt has been quoted in industry publications such as Registered Rep and Research Magazine and has spoken at various industry conferences such as the Banking, Insurance and Securities Association (BISA) and Investment Management Consultants Association (IMCA).
Matt holds a BBA from Georgia State University and the Certified Wealth Strategist designation.
John Rhett has more than 37 years of investment banking and brokerage experience and has recently retired as the Chairman and CEO of SunTrust Investment Services.
In 2013, John joined Red Rock Strategic Partners and in 2016, Red Rock Advisors as their Chairman and Senior Managing Director. These businesses are dedicated to advising financial institutions and private business owners on the complex strategic decisions that confront them in these unprecedented times.
His career began at Merrill Lynch in New York as an instructional trader on the municipal bond desk. In 1980, John joined the investment banking firm, Robinson-Humphrey, where he was head of Municipal Trading and Marketing for six years. After an eight-month internship as an over-the-counter and block trader, he was named manager of the firm’s North Atlanta retail brokerage office, eventually operating under the Smith Barney structure. He held this position until 1999. Under his guidance the client assets grew to over $2 billion. Subsequently John was an Angel Investor and Advisor for private, growing businesses and enterprises.
In August 2001, John launched a new brokerage firm, Alexander Key Investments, a subsidiary of SunTrust Capital Markets, to focus on corporate and corporate executive clients of the investment bank. In 2005, he merged Alexander Key Investments with SunTrust Securities to form SunTrust Investment Services with over 500 Financial Advisors overseeing $40 billion in client assets. He held this position until his retirement in 2013.
John earned a degree in industrial management from the Georgia Institute of Technology in 1976.
Scott serves the Red Rock team as Chief Operating Officer. With more than 23 years of experience in the financial services industry, Scott’s knowledge and skills will help Red Rock’s clients achieve their business objectives.
Prior to joining Red Rock, Scott served as Executive Vice President and Financial Advisor Channel Manager for SunTrust Investment Services. He also held the position of Executive Vice President and Private Wealth Management Line of Business Manager for the Georgia region. In that role, he lead multiple Private Wealth teams responsible for managing individual client needs through a multitude of solutions, including brokerage, fiduciary, family office and high network banking solutions. Scott also has experience in multiple wealth investment management roles within the organization, including managing Financial Advisors in multiple geographic locations. Scott began his career at SunTrust as a Financial Advisor in the Atlanta market.
Scott graduated Magna Cum Laude with a B.A. in Mathematics from Mount St Joseph University.
Steve Capizzi serves as Executive Director of Transition Planning Services at Red Rock Advisors. While he has worked with a variety of business owner clients over the past 26 years in financial services, Steve specializes in providing comprehensive exit planning strategies for small to mid-size businesses and family-owned businesses. He has helped over a hundred entrepreneurs build value in their businesses, created strategic financial and transition plans, and executed the M&A selling process to maximize proceeds for clients.
His banking, valuation, financial planning and M&A experience along with his educational backgrounds create a unique combination of skills that provides “spot on” perspective that business owners can learn and benefit. Steve recognizes that the majority of advisors are just unfamiliar with the planning process and available opportunities to allow owners to exit on their own terms.”
Steve’s exit planning education and experience started in 1996 and over the years he has achieved the Certified Merger & Acquisition Advisor designation through the elite organization: The Alliance for Merger and Acquisition Advisors. Currently, he is licensed as a CERTIFIED FINANCIAL PLANNER Practitioner™ (CFP®) through the CFP® Board of Standards and is also a member of the Exit Planning Institute®, the premier international organization for education and resources for the exit planning professional. He holds the Certified Exit Planning Advisor (CEPA) designation, which fewer than 600 advisors hold nationwide.
Steve enjoys relationships with many other organizations related to the financial services trade and has served in leadership roles such as President of the Financial Planning Association of Georgia and currently serves as President of the Georgia Chapter of the Exit Planning Institute. These and other organizations have asked Steve to speak on the topic of Exit Planning for Business Owners.
He lives in Johns Creek, Georgia where he enjoys fitness, photography and loves to read and learn about the human mind. Steve loves all sports especially baseball and attends First Baptist Church of Atlanta.
Lee Thrasher, recently joined the Red Rock team as Executive Vice President. Lee leverages more than 35 years of financial services and consulting experience to help Red Rock’s clients achieve their business objectives.
Prior to Red Rock, Lee served as Senior Vice President and Subject Matter Expert at Cannon Financial Institute. Lee also served as Director of Solutions Consulting at Symcor, LP where he acted as subject matter expert and banking industry expert in providing solution strategies for financial institutions. He also served as Executive Vice President for Global Concepts McKinsey & Co as well as National Sales & Marketing Director for Deloitte Consulting.
Jessica works closely with clients to ensure their needs are met. She assists the Red Rock team with maintaining client relationships and providing operational and administrative support.