Talk to us Meet Matthew
What do you enjoy most about wealth management?
Building relationships with clients and empowering them through financial literacy.
What's the biggest challenge?
Maintaining a long-term investment outlook through short-term market noise.
What do you love most about being part of Aspiriant?
Learning from my talented colleagues.
What professional accomplishments are you most proud of?
Earning the CFP® certification.
What quality of yours makes you best suited to what you do?
My communication skills, I’m a good listener and enjoy educating clients.
What do you love to do outside of work?
Anything that keeps me active and outside, particularly running and skiing.
What would you be doing if you weren't working for Aspiriant?
Living and working in the mountains.
Bio
Matt is a Senior Manager in Wealth Management out of the San Francisco office. He joined Aspiriant in 2017 as an associate in Wealth Management and has over seven years of experience serving high net-worth individuals and families within the financial services industry.
Prior to joining the firm, Matt spent a few years working as an associate advisor at a wealth management firm based out of Boston.
Matt earned a B.S. in Business Management from Siena College. He earned his CFP® certification in 2018.
Matt is originally from the Boston area but moved to San Francisco in 2017 when he joined Aspiriant. In his free time, he enjoys anything that keeps him active and outside, particularly running and skiing.
