Matthew serves as an advisor associate in our Appleton, WI office, joining full time after completing the firm’s internship program in the summer of 2023. He supports the local team of advisors by assisting with every step of the financial planning process, helping to devise investing strategies, and serving as a point of contact for clients.
Before joining the team, Matthew also completed various internships in financial advice and analysis. A recent graduate of University of Wisconsin – Madison, he earned a bachelor’s degree in finance and was active in the school’s Capital Management Club and Sports Business Club.
Currently residing in Appleton, WI, he enjoys spending time in the great outdoors, hunting, fishing, golfing, and snowboarding.
Previous Experience
- Wealth Management Intern at Wealthspire Advisors
- Financial Analyst Intern at Menasha Packaging
- Financial Advising Extern at Equitable Advisors
Education & Credentials
- BBA, University of Wisconsin – Madison, Finance
*Please Note: Limitations. The achievement of any professional designation, certification, degree, or license, recognition by publications, media, or other organizations, membership in any professional organization, or any amount of prior experience or success, should not be construed by a client or prospective client as a guarantee that he/she will experience a certain level of results or satisfaction if Wealthspire is engaged, or continues to be engaged, to provide investment advisory services.
