As an advisor associate in one of our New York City offices, Matt works directly with advisors to assist with the wealth management and financial planning needs of clients. He is responsible for providing support to advisors, including data gathering, case design, scenario building, financial plan development, financial plan application, and portfolio implementation.
Prior to joining Wealthspire, Matt worked as a Client Service Associate for Edelman Financial Engines, helping service clients’ investment accounts and financial plans. He is currently enrolled in a CERTIFIED FINANCIAL PLANNER™ course and plans to take the exam in November 2022.
Matt grew up in Kings Park, New York on Long Island, and currently resides in Astoria, Queens with his wife, Magen, and their Havanese, Jet. He loves watching and playing all sports, is a die-hard New York Jets and Knicks fan, and loves to travel.
- Client Service Associate at Edelman Financial Engines
Education & Credentials
- BS, University of Delaware, Financial Planning & Wealth Management