Matt is a Planning Associate who works closely with our Lead Advisors to develop comprehensive financial strategies for a diverse range of clients. He supports the team through in-depth investment research, portfolio analysis, and financial planning across all areas of wealth management. Matt brings strong analytical insight, attention to detail, and a genuine passion for helping clients achieve their financial goals.
Matt earned his bachelor’s degree in finance and economics from Sacred Heart University and went on to complete his MBA in Data Analytics from Bryant University. His intellectual curiosity and enthusiasm for markets drive him to stay informed on investment trends, portfolio strategy, and economic developments.
Outside the office, Matt values time with family and friends and believes in maintaining a healthy balance between work and life. He is an avid golfer who enjoys spending much of his free time on the course, as well as staying active.
