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As a Private Client Advisor, Matt leverages his extensive experience in financial planning, investment strategy and wealth management. He is passionate about helping clients use the financial resources available to them to achieve their long-term objectives. Matt is a dedicated fiduciary and takes pride in always acting in the best interests of his clients, based on a thorough understanding of their goals, values, and individual circumstances. Prior to joining Main Street Research, Matt held client advisory positions at E*TRADE from Morgan Stanley, Fidelity Investments, and Edward Jones.
Matt graduated from Colorado College with a Bachelor of Arts, where he majored in International Political Economy. He earned his CERTIFIED FINANCIAL PLANNER™ certification from NYU’s School of Professional Studies, and also holds a Masters of Business Administration (MBA) from EM Lyon Business School in France.
In his free time, Matt enjoys traveling, attending live comedy and music performances, snowboarding, and spending time with his family and friends. Matt is based out of our Greenwich, CT, office.