Matt began his wealth management career in 1996. Over the past 22 years, he has helped clients manage their wealth throughout good times and bad. Matt joined UBS in 2012 after 3 years at Stifel Nicolaus and prior tenures at Wachovia and Smith Barney.

With his clients, Matt emphasizes asset allocation and total portfolio management with a focus on retirement income planning; he also helps them with estate planning, structures for charitable giving and education funding. Matt is FINRA-registered and holds Series 3, 7, 9,10, 63 and 65 securities licenses as well as licenses for life, accident and health insurance and variable annuities. Matt recently earned the CERTIFIED FINANCIAL PLANNER™ certification which attests to his focus on providing his clients with wealth planning strategies that are developed according to their needs and goals.

Matt earned his law degree from Fordham University School of Law and his bachelor’s degree in Economics from the State University of New York at Albany. Matt enjoys basketball, golf, tennis and reading. Matt and his wife live in Westfield, NJ.

• B.A. Economics, SUNY at Albany, 1982
• J.D. Fordham University School of Law, 1985

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