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As a Wealth Advisor at RegentAtlantic, Matt advises clients on financial planning and investment management in order to help clients achieve their financial goals leading up to and through retirement.
Matt is a CERTIFIED FINANCIAL PLANNER™ professional and Certified Investment Management Analyst (CIMA®). He serves on the Firm’s Financial Planning Committee and Neighborhood Nonprofits Group. Matt was selected by the Morris County Chamber of Commerce for its 2020 Leadership Morris, a program that brings together a class of approximately 30 individuals of diverse backgrounds and experiences who are preparing for or who have demonstrated business leadership ability through community involvement. Passionate about collecting, with a special interest in timepieces, Matt has been developing a specialty service for our clients to support all aspects of our clients’ collections from building and cataloguing to bequeathing and inheriting.
Matt graduated from Colby College with a B.A. in Economics and concentration in Financial Markets. Matt also holds a certificate in Financial Planning from Northwestern University.
Originally from Skillman, New Jersey, Matt currently resides in Morristown with his fiancée and Miniature Australian Shepherd, Madden.