Experience

Matt has built a practice working closely with startup founders, executives & employees, and venture capitalists to navigate the complexities of high-growth ventures. At UBS, he provides comprehensive financial planning for founders, helping them manage their founder shares, prepare for exits, and strategically manage their assets post-liquidity. Matt’s approach centers on creating personalized planning strategies that align with each client's vision, values, and goals. 

Beyond his role at UBS, Matt is a passionate mentor to early-stage founders, offering guidance from the initial stages of their ventures through successful funding and scaling. His firsthand experience as an angel investor and limited partner (LP) further enhances his ability to offer insights to clients navigating the intricacies of venture funding and high-growth entrepreneurship.

Raised on Cape Cod, Matt now lives with his wife, Lindsey, and their dog, Malfy. Committed to giving back to his community, Matt and Lindsey are both avid readers, passionate about cooking, travel, and supporting philanthropic initiatives that foster positive change in the region.

Erik Holton began his career in financial services in 1995.  He has earned the UBS Wealth Advisor designation.  As a Wealth Advisor he works exclusively with affluent clients, designing customized strategies and offerings that address their complex needs and long-term vision. Erik purposely limits his service to a select group of clients who can most benefit from UBS' global resources and combining the access of a leading financial institution with an intimate and customized approach.

Erik has significant experience in working with entrepreneurs, business owners, C-suite executives and affluent families about a range of issues.  Typically, these clients have come to a crossroad in their wealth.  Clients' needs range from pre-and-post IPO strategies, concentrated and restricted stock management, mergers, private sales and wealth transfer strategies. They anticipate a liquidity event, are dealing with new-found wealth, or simply realize that they do not have the time or knowledge to handle the intricacies of affluence.  

Erik resides in North Haven, CT with his wife Megan, three daughters and son. His family has a passion for dogs. Erik enjoys helping his wife who owns a successful dog daycare and boarding facility. He also enjoys skiing, golf and travel with his family.

Sarah provides customized client service and support on all wealth matters, account administration and reliable communication. She collaborates closely with client's tax and legal advisors as well as internal UBS resources, utilizing the full resources of the firm to produce desired outcomes for clients. Account operations, recordkeeping and responding to inquiries are all a part of her day-to-day responsibilities.