Dominick Matteo, CFP®

Dominick serves as an advisor associate in our New York office, working with the broader advisor team in managing client relationships and supporting them in the financial planning process.

Developing a foundation of industry knowledge through Virginia Tech’s financial planning program, he is now a Certified Financial Planner^™ with several years of experience at multiple wealth management firms.

An avid Hokies and Yankees fan, Dominick also enjoys traveling and staying active in his spare time.

Previous Experience

• Paraplanner at Novi Wealth Partners, LLC (formerly Private Wealth Management Group, LLC)
• Financial Planning Intern at Private Wealth Management, LLC
• Summer Intern at Bleakley Financial Group

Education & Credentials

• BS, Virginia Polytechnic Institute and State University, Finance – CFP^® Certification Option
• Certified Financial Planner^™
• Series 65 license

Certified Financial Planner Board of Standards, Inc. (CFP Board) owns the certification marks CFP^®, Certified Financial Planner^™, and CFP^® (with plaque design) in the United States, which it authorizes use of by individuals who successfully complete CFP Board’s initial and ongoing certification requirements.