A team approach
Our people collaborate to deliver highly personalized service to you.
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As an Analyst, Matt is responsible for analyzing the client’s financial picture, preparing recommendations, and assisting the Wealth Advisors in developing strategies that strive to help clients in reaching their financial goals. Matt is a CERTIFIED FINANCIAL PLANNER™ and Certified Investment Management Analyst (CIMA®). He serves on the Firm’s Financial Planning Committee and Neighborhood Nonprofits Group. A graduate of Colby College with a BA in Economics and concentration in Financial Markets, Matt also holds a certificate in Financial Planning from Northwestern University. Matt grew up in Montgomery Township, New Jersey and currently resides in Morristown. He enjoys playing basketball and spending time with family and friends.