Matthew serves as an advisor associate in our West Hartford, CT office, joining the team full time after completing the firm’s internship program in the summer of 2022. In this role, he supports the local advisor team throughout the financial planning process, assists with building investment strategies, and helps manage client relationships.
Matthew is a graduate of Quinnipiac University, where he earned a bachelor’s degree in applied business.
Previous Experience
- Wealth Management Intern at Wealthspire Advisors
Education & Credentials
- BS, Quinnipiac University, Applied Business
*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.
