Market Director
Chartered Retirement Planning Counselor
Matt works with a select group of individuals and families to help them pursue what matters most - for today, tomorrow and generations to come. Matt provides bespoke financial planning and investment management with a focus on corporate professionals and multi-generational families. Matt holds the Chartered Retirement Planning Counselor (CRPC®) designation from The College of Financial Planning.
In addition, Matt is the Market Director of the UBS Richmond, Norfolk/VA Beach and Roanoke offices. In this role Matt is inspired to collaborate, challenge, and deliver for clients, financial advisors and team associates. He believes in having a culture of people who care. Each day, he leads a culture that rewards loyalty, teamwork, integrity and growth.
Matt started his UBS career working in the firm’s wealth management headquarters in Weehawken, NJ. He then joined the Mid-Atlantic Market leadership team partnering closely with advisors to help them grow their businesses. Later, Matt moved to Singapore where he worked with advisors who covered high-net-worth clients in Southeast Asia. Prior to his current role, he worked in the US Capital Markets Trading & Sales organization.
Matt and his wife, Carla, are proud alumni of Villanova University. Matt, Carla and their two daughters reside in the Ginter Park neighborhood of Richmond with their black lab. Matt enjoys spending time with family and friends, golfing, reading, traveling and staying active.
Matt has FINRA licenses 7, 66, 9, 10 and 3. Chartered Retirement Planning CounselorSM or CRPCTM are registered trademarks owned by the College for Financial Planning and may not be used without the express written consent of the College.
Education
Credentials
Our advice is comprehensive. We help diverse clients in a broad range of areas, including:
Lets connect
Market Director
Chartered Retirement Planning Counselor
Matt works with a select group of individuals and families to help them pursue what matters most - for today, tomorrow and generations to come. Matt provides bespoke financial planning and investment management with a focus on corporate professionals and multi-generational families. Matt holds the Chartered Retirement Planning Counselor (CRPC®) designation from The College of Financial Planning.
In addition, Matt is the Market Director of the UBS Richmond, Norfolk/VA Beach and Roanoke offices. In this role Matt is inspired to collaborate, challenge, and deliver for clients, financial advisors and team associates. He believes in having a culture of people who care. Each day, he leads a culture that rewards loyalty, teamwork, integrity and growth.
Matt started his UBS career working in the firm’s wealth management headquarters in Weehawken, NJ. He then joined the Mid-Atlantic Market leadership team partnering closely with advisors to help them grow their businesses. Later, Matt moved to Singapore where he worked with advisors who covered high-net-worth clients in Southeast Asia. Prior to his current role, he worked in the US Capital Markets Trading & Sales organization.
Matt and his wife, Carla, are proud alumni of Villanova University. Matt, Carla and their two daughters reside in the Ginter Park neighborhood of Richmond with their black lab. Matt enjoys spending time with family and friends, golfing, reading, traveling and staying active.
Matt has FINRA licenses 7, 66, 9, 10 and 3. Chartered Retirement Planning CounselorSM or CRPCTM are registered trademarks owned by the College for Financial Planning and may not be used without the express written consent of the College.
Education
Credentials
Our advice is comprehensive. We help diverse clients in a broad range of areas, including:
Lets connect
Understanding your life, your wealth and what you want to accomplish is at the core of our practice. We'll discuss your goals, the people who are most important in your life and your vision for the future. Then we'll help you organize your financial life into three strategies: Liquidity—to help provide cash flow for short-term expenses, Longevity—for longer-term needs and Legacy—for needs that go beyond your own.
Timeframes may vary. Strategies are subject to individual client goals, objectives and suitability. This approach is not a promise or guarantee that wealth, or any financial results, can or will be achieved.
As we enter 2024, the questions on the top of investors’ minds center around whether history will repeat itself: Will the former president be the next president? Will the Fed cause another recession? Will we face a new deficit crisis? Will AI be as transformative as the internet? Can China break through the middle income trap? Will the new normal for interest rates be like the old normal?
We’re committed to understanding what wealth means for you.
At UBS, excellence comes from nurturing the best of our heritage, mastering the details and delivering the expertise you need to turn your financial vision into a reality. The result? Financial advice that is finely crafted for what matters most to you.
Discussing and dividing wealth across generations
Even though high net worth investors have made strides over the last eight years with estate planning, they worry about the financial and familial discord that can accompany wealth transfer.
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