Our advisors utilize their experience and expertise and that of their colleagues to develop the best solutions for your complex personal and professional financial situations.
Actionable planning strategies to inform and guide your decision-making.
Partner & Head of Portfolio Management
Client and Corporate Services
Matt is a Partner in the Louisville office. He works in the investment office to develop and implement strategies, perform internal research, manage investment relationships, and provide general investment support to advisors and clients.
Prior to joining Cerity Partners, Matt served as the Director of Investment Operations and served on the Investment Committee for ARGI Financial Group. Before ARGI, he worked as an analyst in investment banking, producing research on steel and iron ore companies.
Matt lives in Louisville Kentucky with his wife, Cathleen, and his two kids, Cooper and Rory. In his free time, he likes to golf, play volleyball, and follow Cleveland & Ohio State sport teams.
Principal & Head of Digital Marketing
Principal & Director of Human Resources
Partner & Chief Operating Officer for Client Service & Development
Partner & Chief Technology Officer
Principal & Director of Training
Partner & Head of Operations
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