$3.9 trillion
In invested assets globally
As of 12/31/2022
Managing Director
Financial Advisor
A native of Richmond Indiana, Matt is a CFP and works with approximately 150 relationships across the country.
Received his undergraduate education from Miami University graduating in 1993 and his Masters in Business Administration from Indiana University in 1998.
Prior to becoming a Financial Advisor, Matt worked in investment banking in debt underwriting and syndication.
A Financial Advisor since 2001, Matt focuses on long term retirement planning for his clients with an emphasis on income generation.
Matt lives in Indianapolis with his wife, Laura, and is the proud Father of three children, Zev, Tova and Ezri as well as two dogs, Vader and Fozzie.
Education
Managing Director
Financial Advisor
A native of Richmond Indiana, Matt is a CFP and works with approximately 150 relationships across the country.
Received his undergraduate education from Miami University graduating in 1993 and his Masters in Business Administration from Indiana University in 1998.
Prior to becoming a Financial Advisor, Matt worked in investment banking in debt underwriting and syndication.
A Financial Advisor since 2001, Matt focuses on long term retirement planning for his clients with an emphasis on income generation.
Matt lives in Indianapolis with his wife, Laura, and is the proud Father of three children, Zev, Tova and Ezri as well as two dogs, Vader and Fozzie.
Education
Where are you today and where do you want to be tomorrow? We recognize that a lasting relationship starts by listening and understanding your priorities and concerns. We'll work together to look at the big picture, discuss your vision for the future and help you confidently pursue your life goals.
Senior Client Associate
Senior 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
For needs that go beyond your own—to help you improve the lives of others
What will your legacy be?
It’s never too early to plan ahead. A Legacy strategy can help you gain more control over your financial future and what you leave behind, so you can move forward with confidence.
Learn more at ubs.com/wealthway.
$3.9 trillion
In invested assets globally
As of 12/31/2022
51 countries
Our global footprint
Global leader
UBS is a world-leading wealth manager
