Private Trusts: Why, How, and When to Establish 7.28.21Lesley Draper and Matt Masterson discuss the basics of different types of trusts and share real-life examples that they experience every day as wealth advisors.
MONTHLY MESSAGERegentAtlantic Partner, Wealth Advisor and Chair of the Firm’s Financial Planning Committee Matt Masterson reflects on the COVID-19 pandemic and explains the importance of having a financial plan.
Introduction to RegentAtlantic: Mid Year Investment and Planning Outlook 7.21.21RegentAtlantic Chief Investment Officer, Chris Cordaro, Co-Head of Investments Andy Kapyrin, along with our Wealth Advisors Matt Masterson and Melissa Weisz, share their investment insights amid the economic recovery and walk through the financial planning process we use to help create personalized plans.
Partner and Wealth Advisor
Matt counsels and advises families and individuals 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 a member of the Management Team, and chair of the Financial Planning Committee, 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, his wife Aimee, and their daughter reside in Morristown, NJ.