Prestigious training
Matt graduated from Penn State University in 2002 and began his career at UBS’s Wealth Management Graduate Talent Program. He partnered with John Garvey upon completing the program in 2003 and has earned the Senior Portfolio Manager title under the UBS Portfolio Manager Program. Matt became a CERTIFIED FINANCIAL PLANNER™ (CFP®) professional in 2007 and was named to UBS’s Top 35 Under 35 in 2014.
A high level of service
After health and family, Matt understands that finances and financial planning are a high priority to many people. He sees his skills as a Financial Advisor as an opportunity to help clients and their families plan for and meet their financial goals. Matt coordinates the team’s wealth management process, developing close relationships with clients and their families to ensure that each generation receives a high level of service and benefits from a fully implemented financial plan at every stage of life.
Outside UBS
In 2016, Matt's wife, Amy, was diagnosed with cancer. Her battle ended in September 2017. During Amy's battle, Matt and Amy founded Amy's Yard Sale Foundation, which helps ease the burdens of families battling cancer in the Philadelphia region. Since Amy's passing, the foundation has been able to help 50 families in our community. Led by Matt, Amy's family and friends continue to honor Amy by doing her work every day.
Matt received his M.B.A. from Villanova University in 2010, which remains an important community for him as an alumnus. He is chair of the school's Graduate Business School Advisory Council and founded and served as president of its M.B.A. Alumni Association. Matt has served as the Church Council President and is currently the head of the Stewardship Committee at St. Peter’s Lutheran Church in Lafayette, PA. In addition, Matt worked on the campaign leadership committee for the Engineering Our Future campaign at Ancillae Assumpta Academy in Wyncote, PA, where his children attend school.
Outside of work, Matt tries to spend every second he can with his family. He married wife, Kaelyn, in 2019. Their blended family of 5 children (3 girls and 2 boys) keep them very busy with their activities that include golf, tennis, field hockey, soccer, dance, piano and guitar. Matt and his family reside in Whitemarsh Twp, PA.
At a glance:
- B.S. in finance, with distinction, Penn State University
- M.B.A., Villanova University
- Villanova’s Meyer Award for Innovation, Creative Excellence, 2010
- Villanova’s Alumni Association Leadership Award, 2016
- Villanova School of Business' Above and Beyond Award, 2021
- Certified Financial Planner™ professional
- Series 7 and 66 securities licenses
- Life, accident and health insurance licenses
Registered States:
AZ, CA, CO, CT, DE, FL, GA, ID, IL, IN, MA, MD, ME, MI, MO, NC, NH, NJ, NM, NV, NY, OH, OR, PA, RI, SC, TN, TX, UT, VA, VT, WA