$5.9+ trn
UBS Group invested assets
As of 06/30/2024
Managing Director–Wealth Management
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–Wealth Management
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.
Support and resources
The UBS Optimus Foundation has committed up to $1 million in match funding for donations to trusted relief organizations Americares, World Central Kitchen, Team Rubicon and GiveDirectly in support of their efforts on behalf of those affected by the recent wildfires in southern California.
Learn more about how you can get involved and double your impact through the UBS Optimus Foundation.
$5.9+ trn
UBS Group invested assets
As of 06/30/2024
51 countries
Our global footprint
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