Vice President–Wealth Management
Financial Advisor
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.
Recognized as an industry leader:
Eligibility is based on quantitative factors and is not necessarily related to the quality of the investment advice. For more information on third party rating methodologies, please visit ubs.com/us/en/designation-disclosures.
Vice President–Wealth Management
Financial Advisor
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.
Recognized as an industry leader:
Eligibility is based on quantitative factors and is not necessarily related to the quality of the investment advice. For more information on third party rating methodologies, please visit ubs.com/us/en/designation-disclosures.
Senior Vice President–Wealth Management
Financial Advisor
Recognized as an industry leader:
Eligibility is based on quantitative factors and is not necessarily related to the quality of the investment advice. For more information on third party rating methodologies, please visit ubs.com/us/en/designation-disclosures.
Let's connect
Senior Vice President–Wealth Management
Financial Advisor
Recognized as an industry leader:
Eligibility is based on quantitative factors and is not necessarily related to the quality of the investment advice. For more information on third party rating methodologies, please visit ubs.com/us/en/designation-disclosures.
Let's connect
Client Associate
Client Associate
Eligibility is based on quantitative factors and is not necessarily related to the quality of the investment advice. For more information on third party rating methodologies, please visit ubs.com/us/en/designation-disclosures.
Eligibility is based on quantitative factors and is not necessarily related to the quality of the investment advice. For more information on third party rating methodologies, please visit ubs.com/us/en/designation-disclosures.
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