About
Matthew
Matthew provides financial counseling and investment advice to high-net-worth individuals and families. He has more than 20 years of experience.
Matthew provides financial counseling and investment advice to high-net-worth individuals and families. He has more than 20 years of experience and previously served as a director at Joel Isaacson & Co. LLC, advising clients in the areas of income tax, investments, estate planning, corporate benefits, and retirement. He has also held roles as a wealth strategist at BNY Mellon Wealth Management and as a senior financial planner at The Ayco Company, a subsidiary of Goldman Sachs.
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; MBA in finance
- Zicklin School of Business - MS in Taxation
Matthew provides financial counseling and investment advice to high-net-worth individuals and families. He has more than 20 years of experience.
Matthew provides financial counseling and investment advice to high-net-worth individuals and families. He has more than 20 years of experience and previously served as a director at Joel Isaacson & Co. LLC, advising clients in the areas of income tax, investments, estate planning, corporate benefits, and retirement. He has also held roles as a wealth strategist at BNY Mellon Wealth Management and as a senior financial planner at The Ayco Company, a subsidiary of Goldman Sachs.
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; MBA in finance
- Zicklin School of Business - MS in Taxation