FOUNDER & PRESIDENT
BRANCH MANAGER & INVESTMENT ADVISOR
INVESTMENT ADVISOR
SENIOR CLIENT ASSOCIATE
FOUNDER & PRESIDENT
BRANCH MANAGER & INVESTMENT ADVISOR
INVESTMENT ADVISOR
SENIOR CLIENT ASSOCIATE
Matthew is the Founder and President of Ocean Pointe Financial Services, established in 2018, and doing business as ThePartners Wealth Management since 2023. He began his career in financial services in 1992 with Merrill Lynch, and with over 30 years of experience, now works closely with a select group of families to provide comprehensive wealth management, asset allocation, liability management, and long-term financial planning strategies.
Matt is fully securities registered, insurance licensed, and able to provide access to a wide range of financial solutions. He collaborates seamlessly with clients’ accountants, tax advisors, and legal counsel to help them achieve their financial goals.
A Jacksonville-area resident since 1980, Matt attended The Bolles School and Jacksonville University, earning a B.S. in Business Administration and Finance. He played four years on the Jacksonville University baseball team.
Outside of work, Matt enjoys travel, boating, snow skiing, and golf, as well as spending time with his wife, Kathy, and their two sons, Kyle and Connor. He remains an active member of the community, volunteering with local foundations and charitable organizations.
Chris Lein serves as Branch Manager for Ocean Pointe Financial Services, as well as Investment Advisor Representative and Chief Operating Officer of The Partners Wealth Management. With over 20 years of experience in wealth management and retirement planning, Chris provides comprehensive financial guidance to individuals, families, and business owners.
Chris began his financial career in 2003 as a Financial Advisor with Morgan Stanley and later worked at Wells Fargo Advisors, gaining extensive experience in investment management and client focused financial strategies. He earned a B.S. in Economics from the College of Staten Island and an A.A. in Business from Valencia Community College.
Prior to entering the financial industry, Chris was deeply involved in professional baseball. Since 1979, he has served as a player, pitching coach, and Major League scout for the New York Yankees, Pittsburgh Pirates, and Baltimore Orioles. He is also the founder and commissioner of the Coastal Collegiate Baseball League in Jacksonville, where he has led the league’s growth and created opportunities for young players to advance their baseball careers.
Chris and his wife, Torree, live in Saint Augustine, where they enjoy baseball, sunshine, and spending time on the water. They are the proud parents of two grown sons, Dakota and Jackson.
Kyle is an Investment Advisor Representative for Ocean Pointe Financial Services Group, doing business as ThePartners Wealth Management. Born and raised in Jacksonville, he earned his Finance degree from Florida State University and is the eldest son of Ocean Pointe’s Founder and President, Matthew J. Brady.
He began his career at Fidelity Investments in 2022, where he gained hands-on experience in wealth management and developed a client-centered approach. Kyle holds full securities registrations and insurance licenses, allowing him to offer a broad range of tailored financial planning and investment solutions.
Kyle earned his CERTIFIED FINANCIAL PLANNER™ (CFP®) designation, a highly respected credential in the financial planning industry that demonstrates his commitment to meeting rigorous standards of education, ethics, and expertise in areas such as retirement planning, investment management, tax strategies, and risk management.
Outside of work, Kyle enjoys boating, golfing, playing pickleball, and cooking. He’s an avid Jacksonville Jaguars fan who also loves traveling while spending time with family and friends.
Kit began her career in 1994 at Merrill Lynch and joined ThePartners Wealth Management in 2023. She is fully licensed and brings decades of insight and expertise to the team. As the first point of contact for clients, Kit manages administrative responsibilities with precision and attention to detail, providing the highest level of service. She is well-versed in all aspects of ThePartners Wealth Management’s offerings and supports clients with a wide range of administrative and operational needs.
Outside of work, Kit enjoys traveling and actively supports her family’s involvement in the travel industry.
