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Biography

Matt is a Principal based in the San Francisco office. He provides comprehensive financial planning and investment management services to private and institutional clients.

Prior to joining Cerity Partners, Matt was a Wealth Advisor with Parallel Advisors where he helped individual clients with a wide range of investment management and financial planning services with a particular focus tax-efficient investment strategies. Earlier in his career, Matt was an Equity Analyst and Portfolio Manager at Violich Capital Management and Stewart & Patten and a Portfolio Manager Associate with Dodge & Cox.

In Matt’s spare time, he enjoys running, biking, skiing, pickleball and tennis.

Learn more about my practice.

Education

  • B.A. in Economics and Psychology, Georgetown University
  • Certificate in Financial Planning, College for Financial Planning

Highlights

  • Chartered Financial Analyst
  • Member of the CFA Institute and CFA Society of San Francisco
  • Holds a Series 65 license
  • Former Treasurer and Executive Board Member, The Foundation for Reed Schools
  • Former Board Member, Huckleberry Youth Programs

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