Matt has over a decade of wealth management experience across Silicon Valley and New York City, specializing in high-net-worth wealth planning, concentrated stock management, and equity compensation. He believes in building deep, long-term relationships with clients to better understand their financial goals and develop comprehensive financial plans that provide a clear framework for achieving them.

Matt is a Certified Financial Planner (CFP®) and earned his degree in Financial Counseling and Planning from Purdue University. The program is ranked by Financial Planning as one of the Top 25 Great Financial Planning programs within the United States.

Making an Impact
Matt is a member of the Emerging Advisors Network at the San Francisco Foundation, where he meets with peers throughout the year to exchange ideas and insights on philanthropy and issues impacting the Bay Area. Through this involvement, Matt is committed to deepening his understanding of philanthropy and how thoughtful giving can improve the quality of life across the region.

A Secret About Matt
An avid traveler, Matt studied abroad in Florence during college and continued traveling throughout Western Europe, visiting 16 countries and more than 26 cities. He has since expanded his travels to include Thailand, Mexico City, Japan, and Portugal.