About Matthew
Matt focuses primarily on serving multigenerational families with complex estate, wealth, and investment management needs. He specializes in understanding client goals and leveraging and implementing Focus Partners Wealth’s comprehensive solutions to meet client needs. He is also co-chair of the firm’s Diversity, Equity, and Inclusion Council.
Education and Professional Milestones
-Northeastern University - BA
-University of Miami - JD / MBA
-Member of the Estate Planning Council of Westchester
-Was a senior client relationship manager at a prestigious multifamily office
-Was vice president and client advisor at Bessemer Trust Co., where he spent six years focusing on financial, estate, and philanthropic planning
-Served as an in-house attorney at Perry Ellis International and editorial assistant at the Boston Globe
Matt focuses primarily on serving multigenerational families with complex estate, wealth, and investment management needs. He specializes in understanding client goals and leveraging and implementing Focus Partners Wealth’s comprehensive solutions to meet client needs. He is also co-chair of the firm’s Diversity, Equity, and Inclusion Council.
Education and Professional Milestones
-Northeastern University - BA
-University of Miami - JD / MBA
-Member of the Estate Planning Council of Westchester
-Was a senior client relationship manager at a prestigious multifamily office
-Was vice president and client advisor at Bessemer Trust Co., where he spent six years focusing on financial, estate, and philanthropic planning
-Served as an in-house attorney at Perry Ellis International and editorial assistant at the Boston Globe