Meet Matt

In his role as our Client Service Associate, Matt has proven himself to be an asset to our team. His enthusiasm and willingness to jump in and help our clients and the entire team help make our office run more smoothly.

A graduate of Bentley University with a B.S. in finance and a minor in computer information systems, Matt first gained experience in financial services when he completed an internship working in portfolio management.

Outside of the office, Matt enjoys coaching youth baseball and softball. He is a native of Wayne, New Jersey and loves to go back home to spend time with family and friends. On the weekends you will find him rooting for his favorite teams (The Yankees and Rangers), bowling in a local league or spending time at the beach. Matt is also an active volunteer for a few local organizations.