Matt is a Partner in the Cleveland office and has over twenty years of experience working with families and business owners as a financial planner and investment advisor, helping clients grow, manage and preserve their wealth.
Prior to joining Cerity Partners, Matt worked at Spero-Smith Investment Advisers for nearly 20 years, most recently as Senior Vice President and Senior Wealth Advisor. He has extensive experience in collaborating with clients’ accountants and estate attorneys to develop comprehensive wealth management plans. In other roles at Spero-Smith, Matt has served as a portfolio manager and investment analyst.
Matt is a CFP® professional, Accredited Estate Planner® (AEP®) designee, and Certified Exit Planning Advisor (CEPA). He is a member of the Financial Planning Association (FPA), The Estate Planning Council of Cleveland and the Society for Financial Service Professionals. Matt received a Bachelor of Arts degree magna cum laude in Economics from John Carroll University in Cleveland where he remains active as a member of the Entrepreneurs Association.