Matthew Margolis
Matthew J. Margolis, AAMS™ Investment Portfolio Associate

Matt works with athletes and entertainers directly on day-to-day needs and assists with the development of comprehensive financial plans and investment portfolios to guide them throughout their career and beyond.

A team player

He is grateful for the opportunity to be a part of a team that focuses on serving professional athletes and entertainers. He is passionate about coming to work each day to serve our clients and build long-standing relationships with them. He is a team player who collaborates with our team members to help clients pursue their goals and objectives.

An athletic background

Matt is a former collegiate student-athlete who played collegiate basketball at Ursinus College before earning a bachelor’s degree at Temple University’s Fox School of Business. Prior to joining the Seiler Group full time in 2020, Matt successfully completed three different internship programs with our team.

Serving the community

Matt is a member of College Possible in Philadelphia, an organization that provides coaching and support to high school and college students from low-income, under resourced backgrounds in Philadelphia and Delaware Counties.

A personal note

Matt grew up in Newtown, Pennsylvania, and now lives in Philadelphia. In his free time, he enjoys playing golf and basketball and spending quality time with family.

AAMS™ and Accredited Asset Management Specialist™ are registered service marks of the College for Financial Planning.