Matt is a Partner in our Madison Avenue New York office. He has more than twenty-five years of experience in wealth management, with an emphasis on providing investment advisory, financial planning and trust advisory services to ultra-high-net-worth individuals and families.
Prior to joining Cerity Partners, Matt was the President of Algonquin Advisors, where he was responsible for the firm’s business development and marketing efforts. Previously, he was a Senior Private Client Advisor at Wilmington Trust, providing financial, investment, trust and estate, and fiduciary planning services to high-net-worth individuals and families. He also co-chaired the bank’s Corporate Executive Planning Group and headed the external Trust Consultancy practice in the New York City region. Earlier in his career, Matt served in a variety of advisory roles. He was a Director of Institutional Sales at Knight Capital Group, Inc., a Senior Vice President for financial planning with U.S. Trust Company, and a Senior Financial Counselor within Ernst & Young’s Personal Financial Counseling Group.
Matt is a graduate of the University of Pennsylvania and holds a FINRA Series 65 license.
He is and has been active on several nonprofit boards of directors, including various Penn leadership committees as the Class of 1994 President, the Long Beach Lifeguard Alumni Association, the Rockville Centre Boys and Girls Basketball League as the Girls’ Program Commissioner, and Career Gear, a New York City-based organization committed to helping disconnected men empower themselves to become readily employable through professional development and mentoring.
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