About Matthew
Matt provides comprehensive wealth management and investment advisory services, including financial planning, investment management, and tax planning, to corporate executives and high-net-worth clients of Focus Partners Wealth. He is a co-author of the book Personal Financial Planning for Executives and Entrepreneurs: The Path to Financial Peace of Mind.
As a lifelong athlete, Matt has completed multiple marathons and also enjoys playing hockey during the winter months. He also enjoys spending time with his wife and children.
Education and Professional Milestones
-Virginia Tech – Bachelor of Science in corporate finance with a minor in business leadership
-Named a “Five Star Wealth Manager” by Boston magazine in 2016 and 2017
-Originally joined the firm as a portfolio administrator in Focus Investment Management
Matt provides comprehensive wealth management and investment advisory services, including financial planning, investment management, and tax planning, to corporate executives and high-net-worth clients of Focus Partners Wealth. He is a co-author of the book Personal Financial Planning for Executives and Entrepreneurs: The Path to Financial Peace of Mind.
As a lifelong athlete, Matt has completed multiple marathons and also enjoys playing hockey during the winter months. He also enjoys spending time with his wife and children.
Education and Professional Milestones
-Virginia Tech – Bachelor of Science in corporate finance with a minor in business leadership
-Named a “Five Star Wealth Manager” by Boston magazine in 2016 and 2017
-Originally joined the firm as a portfolio administrator in Focus Investment Management