Matt is a Principal in the Cleveland office. He has over twelve years of experience serving ultra-high-net-worth individuals and families with tax and planning advice and service.
Prior to joining Cerity Partners, Matt was a Senior Consultant in the Private Client Advisors group of Deloitte Tax LLP in Cleveland where he specialized in tax, estate and financial planning for executives, business owners, professional athletes, and coaches.
Matt received his Bachelor of Science in Accounting from the Weatherhead School of Management at Case Western Reserve University. He is a Certified Public Accountant and a member of the American Institute of Certified Public Accountants, The Ohio Society of CPAs, the Estate Planning Council of Cleveland, and is a volunteer for Junior Achievement.
Get the latest insights and analysis from our investment team delivered right to your inbox.