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Matt Masterson

A team approach

Our people collaborate to deliver highly personalized service to you.

Charlotte Caporrino
Charlotte Caporrino
FPQP™
Client Relationship Specialist
Jerry Korey
Jerry Korey
CFP®
Analyst
Philip Metz
Philip Metz
Client Relationship Specialist

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Matt counsels and advises individuals and families on financial planning and investment management. Matt joined RegentAtlantic in 2015, bringing with him over seven years of experience working with high-net-worth families and individuals. He is co-chair of the Financial Planning Committee and is responsible for apprising the Firm on best practices in the areas of tax and estate, among other financial planning areas. Matt is a CERTIFIED FINANCIAL PLANNER™ professional and also holds the Certified Private Wealth Advisor® certification, administered by the Investments & Wealth Institute™ and taught in conjunction with the University of Chicago Booth School of Business.  He is a graduate of Ramapo College of New Jersey where he earned a degree in Business Administration with a concentration in Finance. He earned his Certificate in Financial Planning from Fairleigh Dickinson University. Matt is a frequent contributor to RegentAtlantic’s thought leadership and has been quoted in various media publications including The Wall Street Journal.

Matt serves on the Board of Trustees and is Treasurer of Family Promise of Morris County, a non-sectarian, not-for-profit organization dedicated to ending homelessness in Morris County. As a Board Trustee member, Matt shares responsibility for fiscal and strategic oversight and acts as an ambassador to the community. Matt and his wife Aimee reside in Morristown, NJ.

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