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$6.9 trn
UBS Group invested assets
As of 10/29/2025
By understanding what’s most important to you, we can organize your financial life to help make sure your short-term needs don't cloud your long-term goals. We provide a structure so you clearly understand where your money is, and why. The plan we create together can help you stay focused at each stage of life, today, tomorrow and for future generations.
Senior Vice President–Wealth Management
Matt specializes in helping high net worth families with advanced planning. His focus is on preservation of capital, enhancing and protecting client wealth, tax mitigation planning with their CPA and tax attorney, wealth transfer, and charitable giving. This is done through partnering with our families and creating long-term, personalized financial plans.
Matt is a Certified Financial Planner® (CFP®), has his Certified Investment Management Analyst® (CIMA®), and Wealth Advisor designations, and has spent the last 17 years serving high net worth families and their trusted advisors. Prior to the founding of NewBridge Wealth Management at UBS, Matt worked with Andy and Roe at Merrill Lynch advising high net worth families in a similar capacity.
Consistent with his passion for learning, Matt earned a BA degree from the University of Portland and has since completed additional programs at the Wharton School of the University of Pennsylvania and American College. He is also an active member of IMCA®, the leading continuing education institution for the financial industry.
In his free time, Matt enjoys golf, mountain sports, fly fishing, and fundraising for a few local charities. Matt and his wife, Devin, have four children - Sophia, Allison, Benjamin, and Charlie - and make their home in Castle Rock.
Personal
Enjoy time with family, golf, hiking, photography and mountain sports
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.
Education
Credentials
Senior Vice President–Wealth Management
Matt specializes in helping high net worth families with advanced planning. His focus is on preservation of capital, enhancing and protecting client wealth, tax mitigation planning with their CPA and tax attorney, wealth transfer, and charitable giving. This is done through partnering with our families and creating long-term, personalized financial plans.
Matt is a Certified Financial Planner® (CFP®), has his Certified Investment Management Analyst® (CIMA®), and Wealth Advisor designations, and has spent the last 17 years serving high net worth families and their trusted advisors. Prior to the founding of NewBridge Wealth Management at UBS, Matt worked with Andy and Roe at Merrill Lynch advising high net worth families in a similar capacity.
Consistent with his passion for learning, Matt earned a BA degree from the University of Portland and has since completed additional programs at the Wharton School of the University of Pennsylvania and American College. He is also an active member of IMCA®, the leading continuing education institution for the financial industry.
In his free time, Matt enjoys golf, mountain sports, fly fishing, and fundraising for a few local charities. Matt and his wife, Devin, have four children - Sophia, Allison, Benjamin, and Charlie - and make their home in Castle Rock.
Personal
Enjoy time with family, golf, hiking, photography and mountain sports
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.
Education
Credentials
Year-end charitable giving
As we approach the end of the year, you may be thinking about the charitable contributions you’d like to make. Learn how a donor-advised fund (DAF), can support your favorite charities in a flexible, tax-efficient and cost-effective manner.
For personalized service and more information on how a DAF can fit into your charitable giving plans, contact our team today.
$6.9 trn
UBS Group invested assets
As of 10/29/2025
51 countries
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