Matt joined UBS in 2014 after 10 years at Barclays Wealth/Lehman Brothers and prior tenure at BNY Mellon. He earned a B.S. from the University of MA, Amherst where he graduated Magna Cum Laude from the Honors College. Matt holds Series 7 and 63 securities licenses.
Matt's emphasis is on asset allocation and total portfolio management with a focus on pre-transaction planning. Matt also works to build investment plans that incorporate the needs and objectives of multiple generations of the family.
He is the President and Chair of the board of directors of the Providence Children's Museum and he is a founding member of the University of Massachusetts Amherst Foundation where he currently serves as the Chair on the Committee on Directors. Matt also serves on the Commonwealth Honors College Advisory Board. He lives in Wrentham, MA with his wife and three children.
Registered States:
AZ, CA, CO, CT, DE, FL, GA, IL, MA, ME, MN, MO, NH, NJ, NY, OH, PA, RI, SC, VA, VT, WA