Client Advisory

Biography

Matt is Partner in the New York office, where he provides a high level of service by focusing on clients’ needs and helping them to adapt to changes in their lives. Areas of focus include asset management, income and estate tax planning, and cash flow planning. Matt brings all these financial aspects of a client’s life together to provide streamlined and holistic advice in a clear and concise manner.

Prior to joining Cerity Partners, Matt served as a Director at AJ Wealth, a New York-based registered investment advisor specializing in providing family office services. He joined AJ Wealth in 2012 and focused on providing excellent financial counseling to clients. Before AJ Wealth, Matt worked for a multifamily wealth management firm.

Education

  • Bachelor’s degree from John Carroll University

Highlights

  • Holds FINRA Series 65 securities license
  • Licensed to sell property, casualty, health, and life insurance

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By clicking “Submit”, you acknowledge that we collect your name, email address and phone number to respond to your inquiries and provide you information about our products and services in accordance with our Privacy Policy. If you are a California resident, please see our CCPA Notice to California Residents.