Throughout his more than 26-year career as an advisor, Matt has shown a passion for helping clients pursue their important aspirations and objectives. He creates portfolios for clients on an individual basis, based on their income needs, time horizon, tax situation and risk tolerance. Whether markets are calm or volatile, his clients know that they can reach out to him any time for guidance and a listening ear and they will receive responsive service.
He chose to affiliate with Raymond James Financial Services in 2016 because its client-first philosophy aligned with his. Before joining North Atlantic Investment Partners and affiliating with Raymond James, Matt served as a financial advisor at Ameriprise Financial, Wells Fargo Advisors, Morgan Stanley and Citigroup. Matt graduated from Denison University in Granville, Ohio, earning a Bachelor of Arts degree with a double major in history and political science.
Originally from Saddle River, New Jersey, Matt now lives in Westfield. He has two children, Madeleine and Julia. When he’s away from the office, he enjoys playing golf and listening to music.