Experience

Matt focuses on addressing the investment objectives and wealth management needs of ultra-affluent clients. He has particular depth in the investment markets, including equities, fixed income, and alternative investments. Within the team, Matt is responsible for directing our investment management offerings. He develops customized investment strategies for clients, based upon their risk tolerance, asset mix, cash flow needs, and time horizons. Matt implements these strategies through asset allocation modeling and portfolio analytics, while overseeing day-to-day investment operations. Matt also directs the development and management of the team’s proprietary investment programs. He also manages structured products, syndicate and initial public offerings for the team.

Prior to joining UBS in 2024, Matt had been with Merrill Lynch for nearly four decades. Matt holds a B.A. in Business from Michigan State University. Matt is active in various community groups. He has served on the board of the Friends of the Detroit Film Theatre, and is a former member of the finance committee of the Detroit Athletic Club.

Matt and his wife, Michele, have two sons, Matt and Ben, and currently reside in Troy, Michigan.

Matthew focuses on delivering a comprehensive approach to managing wealth that begins with listening to a client’s needs and helping to ensure every strategy is grounded in understanding what each client wants to achieve. He provides access to the investment insights and banking convenience of UBS to help address the various aspects of clients’ financial lives. He is driven by the passion for delivering excellent service and helping clients pursue their goals.

Matt follows the deep-seated tradition of participating in the communities we serve. This drives his interest in spending time volunteering with organizations in our community. Prior to joining UBS in 2024, he had been with Merrill Lynch since 2015. He earned his bachelor’s degree in economics from Michigan State University. He enjoys running.

He currently resides in Berkley, Michigan.

Christina has extensive experience in cultivating and maintaining client relationships, and takes great pride in delivering superb client service. Prior to joining UBS in 2024, she was with Merrill Lynch for 17 years, and was part of a team of coaches responsible for educating new client associates. Christina earned her bachelor’s degree in human resources and development from Oakland University. She is an active member of the Lake Orion United Methodist Church. She enjoys cooking and traveling. She and her husband, Eric, reside in Lake Orion, Michigan, with their two children.