$5.9+ trn
UBS Group invested assets
As of 06/30/2024
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.
Managing Director–Wealth Management
Financial Advisor
Matt focuses on working with clients to create long-term, personalized financial plans in addition to overseeing the portfolio design.
Matt is a Senior Portfolio Manager and has spent the last 24 years at UBS serving high-net-worth investors and their families. He graduated from the University of St. Thomas in 1991 with a BA in Business Administration Entrepreneurship.
Matt lives in St. Louis Park, MN and is very involved in the community by sitting on the board of directors for a local nonprofit, Minneapolis Next. In his free time Matt enjoys golf, skiing, and spending time with his family and friends.
24 questions for the '24 US election
Election day is fast approaching and the outcome could impact your portfolio. Connect with us for election insights and investment strategies that may be right for you.
The latest ElectionWatch report from our Chief Investment Office answers 24 of investors' frequently asked questions. Covering a range of concerns from taxes and inflation to investment considerations and monetary policy, this report can help inform your decisions regardless of the election's outcome.
$5.9+ trn
UBS Group invested assets
As of 06/30/2024
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