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Matt Masterson

A team approach

Our people collaborate to deliver highly personalized service to you.

J. Brent Beene
J. Brent Beene
Managing Partner and Wealth Advisor
Gerald M. Korey
Gerald M. Korey
Chadderdon O’Brien
Chadderdon O’Brien
Wealth Advisor
James R. Sonneborn
James R. Sonneborn
Partner and Wealth Advisor

Team member name and title

Team member contact

Matt manages client relationships and coordinates all aspects of client service for the team, including providing financial planning advice and conducting financial-based analyses that help clients achieve their financial goals. Matt is a CERTIFIED FINANCIAL PLANNER™ professional and co-chair of the Financial Planning Committee. Matt joined RegentAtlantic in 2015, bringing with him over seven years of experience working with high-net-worth families and individuals. Matt graduated from Ramapo College in Mahwah, New Jersey, where he earned a degree in Business Administration with a concentration in Finance. Matt was a member of the Dean’s Student Advisory Board for the School of Business, as well as a member of the Delta Mu Delta National Honor Society for Business Administration. Matt also earned his Certificate in Financial Planning from Fairleigh Dickinson University.

Matt serves on the Board of Directors of Family Promise of Morris County, a non-sectarian, not-for-profit organization dedicated to ending the crisis of homelessness.  As a Board Trustee member, Matt will share responsibility for fiscal and strategic oversight and act as an ambassador to the community. Matt resides in Morris Plains, New Jersey, with his wife, Aimee, and their dog, Marty and is an avid sports fan and enjoys playing golf.

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