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.
Born and raised in Kings Park, New York on Long Island, Matt still resides there with his wife, Magen, daughter, Payton, and their Havanese, Jet. He loves watching and playing all sports, is a die-hard New York Jets, Yankees, and Knicks fan, and loves to travel.
- Client Service Associate at Edelman Financial Engines
Education & Credentials
- BS, University of Delaware, Financial Planning & Wealth Management
- Certified Financial Planner™ (CFP®)
CERTIFIED FINANCIAL PLANNER BOARD OF STANDARDS, INC. OWNS THE CERTIFICATION MARKS CFP®, CERTIFIED FINANCIAL PLANNER™ AND FEDERALLY REGISTERED CFP (WITH FLAME DESIGN) IN THE U.S., WHICH IT AWARDS TO INDIVIDUALS WHO SUCCESSFULLY COMPLETE CFP BOARD’S INITIAL AND ONGOING CERTIFICATION REQUIREMENTS.
*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.