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Biography

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.

Education

  • B.S. in Accounting, Weatherhead School of Management at Case Western Reserve University

Highlights

  • Certified Public Accountant
  • Member of the American Institute of Certified Public Accountants
  • Member of The Ohio Society of CPAs
  • Member of the Estate Planning Council of Cleveland
  • Volunteer for Junior Achievement

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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.