Matthew is a Principal in the New York office. He has experience working with high-net-worth individuals and families as their trusted advisor, creating comprehensive plans to manage their financial goals and objectives.
Prior to joining Cerity Partners, Matthew was a Vice President at EMM Wealth. His primary responsibilities included asset allocation, investment plan implementation, financial planning, portfolio monitoring and managing client relationships. He also led the firm’s next-generation initiatives, teaching and curating EMM University – an annual, one-week immersive financial education program offered to high school students.
Matthew earned his Bachelor of Science degree in Accounting with a minor in Finance from the University of Scranton. He also holds the Certified Financial Planning (CFP®) designation.
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