Director
Market Director
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 Women, Next Gen and multi-generational families.
In addition, as the Manager of the Richmond office, Matt is inspired to collaborate, challenge, and deliver for clients, financial advisors and team associates. Each day, he leads a culture that rewards loyalty, teamwork, integrity and growth.
Matt and his wife, Carla, are proud alumni of Villanova University. Matt, Carla and their daughter reside in the Ginter Park neighborhood of Richmond. Matt enjoys spending time with family and friends, golfing, reading, traveling and staying active.
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 and high-net-worth clients in Southeast Asia. Prior to his current role as Branch Manager, he worked in the US Capital Markets Trading & Sales organization.
Matt has FINRA licenses 7, 66, 9, 10 and 3
Our advice is comprehensive. We help diverse clients in a broad range of areas, including: