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Biography

Matt is a Partner in the San Francisco office. He is a member of the Wealth Management team and works closely with a select group of clients, offering guidance on all aspects of their investment strategies. His aim is to be the trusted first call for any financial matters.

Before joining Cerity Partners, Matt was a Partner at Blue Oak Capital in Menlo Park, CA. Earlier in his career, he gained valuable experience working at J.P. Morgan, Goldman Sachs, and Wells Fargo.

With a passion for helping individuals and their families navigate complex financial decisions, Matt enjoys solving financial challenges with care and precision to help enhance his clients’ lives. In addition to his professional work, Matt serves on the Board of Trustees for the San Francisco Friends School and as a Commissioner on the San Francisco Public Library Commission.

Learn more about my practice.

Education

  • B.A. in Mathematics, with English and Spanish minors, from Indiana University
  • MSc in Financial Analysis from University of San Francisco

Highlights

  • CERTIFIED FINANCIAL PLANNER®
  • Accredited Asset Management Specialist
  • Board of Trustees, San Francisco Friends School
  • Commissioner, San Francisco Public Library Commission
  • Past Treasurer and Finance Committee Chair for Friends of the San Francisco Public Library

Q & A

Best non-classroom lesson learned in college?

You don’t get if you don’t ask.

What does the world need now more than anything?

Reflection.

What should your clients know the most about you?

I thrive on delighting others.

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Dustin Ribergaard

Principal & Client Experience Director

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Stephanie Bellisario

Principal & Client Experience Director

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Principal & Client Experience Director

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Here are some valuable insights to read before your meeting

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California’s 2026 Billionaire Tax: What Ultra-High-Net-Worth Families Need to Know—and Strategies You Can Still Use

August 11, 2026 - California has placed a one-time wealth tax before its voters. If you have a net worth approaching or exceeding $1 billion and any connection to…

James Lebenthal and Amita Schultes

Economic and Market Outlooks

Webinar Recording: Q3 2026 Market & Economic Outlook

July 24, 2026 - Join our Investment Office as they review key market trends from the second quarter and share their outlook for the remainder of the year. This…

Learn about our Privacy Policy

By submitting the form, 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.