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 Trusts & Estates 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.
- 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