Managing Director, Private CFO®
Hometown: Silver Spring, MD
States Licensed: AZ, CA, CO, FL, IL, WA, WI
Managing Director, Private CFO®
Matt grew up just outside Washington DC in Silver Spring MD. He attended Florida State University and completed The Wharton School of Business executive leadership program. Outside of work Matt is a family man and loves spending time with his wife Michele and his two daughters, Mackenzie a freshman at Emory University, and Lexi a Freshman in high school and his two dogs. Matt is also an avid ultra-endurance athlete and loves training for his next big race. He has completed 17 marathons and qualified and finished the Boston Marathon twice, 3 Ironman triathlons, and multiple Ultra trail marathons including a 100K. In August he will be attempting the Leadville 100 which is one of the toughest ultras in the world.
Are you an early bird or a night owl?
What would the title of your autobiography be?
If you could only listen to one song for the rest of your life, what would it be?
Vivaldi - Four Seasons
If you could have the power of teleportation right now, where would you go?
Mt. Everest Base Camp
What is the last TV show you binge-watched?
Motto or personal mantra?
CANI (Constant And Never-ending Improvement)
What inspires or motivates you to do your job, as it relates to the customer experience?
I am extremely lucky because I get to do what I love! I have a deep passion for financial markets and planning. For me there is no greater feeling in the world then knowing that you have made a meaningful difference in making clients feel more confident and in control of their financial future. Watching clients who have entrusted you with their hard-earned savings live their best life and becoming the best version of themselves is why I wake up excited every morning to go into the office.
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Background and qualification information is available at FINRA's BrokerCheck website.
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