Matt serves as a Trust Administrator and is based in our Westport, CT office. In this role, Matt is responsible for supporting the firm’s Family Office Services team in handling trust administration for both Wealthspire Trustee Trusts and Agent for Trustee Trusts.
Matt brings a decade of experience in estate planning and trust administration, having held positions as an Administrative Trust Officer for U.S. Trust and as an Estate Planning and Administration Paralegal for a local estate planning law firm.
Born and raised in Connecticut, Matt currently resides in Vernon and enjoys running and spending time with his wife and daughter.
Previous Experience
- Administrative Trust Officer I/II at U.S. Trust, Bank of America
- Estate Planning and Administration Paralegal at Nirenstein, Horowitz, & Associates
Education & Credentials
- BA, Eastern Connecticut State University, Business Administration
*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.
