Client Advisory

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 enhance his clients’ lives. In addition to his professional work, Matt serves on the Board of Trustees for the San Francisco Friends School.

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
  • Past Treasurer and Finance Committee Chair for Friends of the San Francisco Public Library
  • Board of Trustees, San Francisco Friends School

Q & A

Q:

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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