About Matthew
Matthew provides financial counseling and investment advice to high-net-worth individuals and families. He has more than 20 years of experience.
In his spare time, Matthew enjoys running, reading, cooking, and spending time with his wife and two boys.
Education and Professional Milestones
- Union College - bachelor of science in mathematics and MBA in finance
- Zicklin School of Business - MS in taxation
- Was a director with Joel Isaacson & Co. LLC, advising clients in the areas of income tax, investments, estate planning, corporate benefits, and retirement
- Has also held roles as a wealth strategist at BNY Mellon Wealth Management and as a senior financial planner at The Ayco Company, a Goldman Sachs subsidiary.
Matthew provides financial counseling and investment advice to high-net-worth individuals and families. He has more than 20 years of experience.
In his spare time, Matthew enjoys running, reading, cooking, and spending time with his wife and two boys.
Education and Professional Milestones
- Union College - bachelor of science in mathematics and MBA in finance
- Zicklin School of Business - MS in taxation
- Was a director with Joel Isaacson & Co. LLC, advising clients in the areas of income tax, investments, estate planning, corporate benefits, and retirement
- Has also held roles as a wealth strategist at BNY Mellon Wealth Management and as a senior financial planner at The Ayco Company, a Goldman Sachs subsidiary.