Matt joined our team in 2013 coming to us from Northwestern Mutual’ s Boston Group where his practice primarily focused on estate planning and retirement income strategies for high net worth clients. Prior to Northwestern Mutual, Matt spent 5 years at Harvard University.

As the Director of Wealth Management, Matt takes a multi-disciplinary approach focusing on the intersection of tax, investment, and estate planning. Matt works closely with families and their outside professional counsel to provide coordinated services and customized strategies addressing the complex challenges and opportunities that come with substantial wealth. These strategies range from Investment Guidance & Risk Management, Liquidity & Liability Management, Family & Asset Preservation, Wealth Transfer & Tax Mitigation, Retirement Income Planning, Philanthropy & Giving and Trust & Estate Planning Services.

Matt is an active member of the Personal Financial Planning section of the American Institute of Certified Public Accounts (Non-CPA associate member), as well as the National Association of Estate Planners and Councils and the Investments & Wealth Institute. He earned a certificate in Value Investing from Columbia University and a Financial Planning certificate from Boston University.

A lifelong resident of Boston's historic North Shore, Matt resides in Beverly with his wife, Samantha, and their four kids Rex, Rocky, Bizzy and Goldie.