$6.9 trn
UBS Group invested assets
As of 10/29/2025
Senior Vice President–Wealth Management
Financial Advisor
Matt joined UBS from J.P. Morgan Private Bank as a Private Wealth Advisor. He began his career in financial services in 2015 and advises a limited number of C-suite executives, entrepreneurs and high-earning professionals with multigenerational wealth.
By understanding clients' long-term objectives, Matt is able to provide objective advice around clients' balance sheets and cash flows.
Matt earned a Bachelor of Arts in Economics from the University of Michigan. He resides in New York City where his interests include golf, tennis, and NY sports. Matt enjoys getting out of the city on the weekends to hike and fish.
Senior Vice President–Wealth Management
Financial Advisor
Matt joined UBS from J.P. Morgan Private Bank as a Private Wealth Advisor. He began his career in financial services in 2015 and advises a limited number of C-suite executives, entrepreneurs and high-earning professionals with multigenerational wealth.
By understanding clients' long-term objectives, Matt is able to provide objective advice around clients' balance sheets and cash flows.
Matt earned a Bachelor of Arts in Economics from the University of Michigan. He resides in New York City where his interests include golf, tennis, and NY sports. Matt enjoys getting out of the city on the weekends to hike and fish.
Authorized Officer
Senior Wealth Strategy Associate
Authorized Officer
Senior Wealth Strategy 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.
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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
Our global footprint
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