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Biography

Matt is an Associate in the Virginia office. He is a member of the Wealth Management team, conducting equity research, portfolio rebalancing and trading, and assisting with client meeting preparation.

Prior to joining Cerity Partners, Matt served as a Budget Analyst at the corporate headquarters of Dollar Tree Stores, where he assisted departments to develop the annual budget, monthly forecasting and variance analysis, and provided analytical support to management.

Education

  • B.S.B.A. in Finance from the Strome College of Business at Old Dominion University

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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.