Client Advisory


Matt is a Partner in the Cleveland office and has over twenty years of experience working with families and business owners as a financial planner and investment advisor, helping clients grow, manage and preserve their wealth.

Prior to joining Cerity Partners, Matt worked at Spero-Smith Investment Advisers for nearly 20 years, most recently as Senior Vice President and Senior Wealth Advisor. He has extensive experience in collaborating with clients’ accountants and estate attorneys to develop comprehensive wealth management plans. In other roles at Spero-Smith, Matt has served as a portfolio manager and investment analyst.



  • B.A. in Economics with honors from John Carroll University (Cum Laude)


  • Accredited Estate Planner®
  • Certified Exit Planning Advisor
  • Member of the Financial Planning Association
  • Member of The Estate Planning Council of Cleveland and the Society for Financial Service Professionals
  • Member of the Entrepreneurs Association at John Carroll University

Connect with Matt

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