Vice President - Advisory Services
Prior to his role at Moors & Cabot, Matthew was a Senior Financial Planner at Aviance Capital Management in Naples, Florida for the last 5 years. He dedicated his time to servicing his client base with detailed financial plans and building the overall planning department at Aviance. Previous to his role at Aviance, Matthew was a Financial Advisor with Citi Personal Wealth Management in New York City for 15 years. He developed comprehensive wealth management solutions for High-Net-Worth Individuals.
Matthew holds the designation of Certified Financial Planner, CFP®. He has attained the Chartered Financial Consultant designation, ChFC®, and is an Accredited Estate Planner, AEP®. Matthew earned a Bachelor of Science Degree from the Whitman School of Management at Syracuse University. He has obtained Executive Certificates from Fordham University and The Wharton School Aresty Institute of Executive Education. Matthew was selected for Leadership Collier (LC’20) and currently serves on the board of directors for the Naples Estate Planning Council.
Matthew is committed to developing clients’ overall financial plans. Matthew is dedicated to meeting clients’ personalized goals based on their individual risk tolerance and time horizon. Matthew brings a breadth and depth of experience in finding efficiencies for each facet of financial planning; cash flow management, investment strategy, tax planning, risk management, retirement planning, and estate planning.
Matthew and his wife Kristin live on the water in Bonita Springs, FL where they are raising their young son Timothy along with 3 Labrador Retrievers, Walter, Charlie, and Matilda. As a family, they enjoy the outdoors: boating, fishing, and the beach as well as indoor activities: board games, listening to music, and cooking together. Matthew enjoys coaching his son’s youth sports teams and is a NY Yankees, Syracuse University, and Buffalo Bills fan. Personal interests also include volunteering, community involvement, gardening,golf, and vintage vehicles.
Background and qualification information is available at FINRA's BrokerCheck website
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