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Wealth Advisor
Managing Partner and Wealth Advisor
Managing Partner and Wealth Advisor
Wealth Advisor
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 goals. He serves on the Firm’s Neighborhood Nonprofits Group. Matt first joined RegentAtlantic as an intern and in 2015 was asked to join RegentAtlantic full-time. Matt passed the CERTIFIED FINANCIAL PLANNER™ exam in March 2015. Matt graduated from Colby College with a BA in Economics with a concentration in Financial Markets and also holds a certificate in Financial Planning from Northwestern University.
Matt currently resides in Morristown. He enjoys basketball and spending time with family and friends.
