Client Advisory

Biography

Matt is a Partner in the Louisville office and is responsible for leading its’ family office team. His practice focuses on clients facing complex family, financial, tax, and estate planning situations and he has more than two decades of experience advising high net worth families and business owners.

Prior to joining Cerity Partners, Matt was responsible for building and ultimately managing their family office as Director, Multi-Family Office & Senior Financial Advisor at ARGI Financial Group. Prior to joining ARGI, he was a Vice President and Senior Wealth Strategist at PNC Wealth Management, where he advised high-net-worth clients on financial planning, investments, and insurance planning. Early in his career Matt was a transactional lawyer, focusing his practice on mergers & acquisitions, business succession planning, employee benefits, and estate planning.

Education

  • B.A. in English from the University of Louisville
  • J.D. from the University of Louisville
  • LL.M. in taxation from DePaul College of Law

Highlights

  • Certified Private Wealth Advisor®
  • Member and former President of the Board of KMAC Museum
  • Member and current Chairman of the Board of the U.S. Marine Hospital Foundation
  • Member of the Planned Giving Advisory Council for the University of Louisville Foundation
  • Adjunct professor at Spalding University's School of Business
  • Member of the Board of Louisville Orchestra
  • Member of the Estate Planning Counsel of Metro Louisville
  • Licensed to practice law in both Kentucky and Illinois

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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.