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Matt is a Principal in the Boston office. He is focused on advising clients that are referred via the Charles Schwab and Fidelity network.

Prior to joining Cerity Partners, Matt spent 6 years as a lead advisor at a Boston based RIA. He offers comprehensive financial planning strategies for his clients that include:  asset allocation, tax planning, and trust & estate review.  In addition to his work providing holistic financial planning, he has held roles in private equity & institutional investment management. Matt is a Certified Financial Planner (CFP®)  and has also earned his series 65, 7, and 63 licenses.

Matt received his Bachelor of Arts from Connecticut College, and enjoys serving his community through his non-profit endeavors. He is a current Board Member for the Acord Food Pantry, past Hamilton-Wenham Little League, Agawam Youth Hockey and an active participant in Northeast Arc Programs for children with disabilities.

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