360 of a Deal

As a CERTIFIED FINANCIAL PLANNER™ professional, Matt focuses primarily on delivering holistic wealth management advice to the team’s ultra high net worth clients. Working to create and implement comprehensive financial plans, Matt helps each client build a financial road map for their assets and liabilities and design an investment strategy that is aligned with their goals. Matt has been named as a Forbes Top Next-Gen Wealth Advisors in 2023 and 2024.

Having grown up in a family business environment—specifically one that has been in his family for more than a hundred years—Matt has unique perspective on addressing the planning needs of closely held business owners. He earned the Certified Exit Planning Advisor (CEPA) designation, the most widely accepted and endorsed exit planning platform available. As a CEPA, Matt focuses on cross-functional consulting and value acceleration, drawing on a multi-disciplinary global network of high caliber advisors in the exit/succession planning community. Matt is a founding member, and current President, of the Exit Planning Institute’s (EPI) Greater Philadelphia chapter. EPI Greater Philadelphia is a community of professional advisors, across a range of disciplines, committed to curating educational programs for business owners and advisors in the areas of succession and exit planning.

As a portfolio manager, Matt helps coordinate the management of client assets in concert with other team. members. This process is grounded in rigorous investment research and due diligence. For each client, portfolios are tailored to their unique needs, goals, and strategic objectives. Beyond deep investment research and thoughtful portfolio construction Matt is also focused on investment plan implementation and trading execution.

Matt graduated from Dickinson College where he earned a B.A. in international business and management.