Prior to joining Strategies for Wealth, Matt spend more than 20 years in the securities industry as an award-winning securities analyst. Most recently, he was a senior equity analyst responsible for coverage of large-cap bank stocks for institutional investors at Wells Fargo Securities. Matt has also worked at Wachovia Securities, Merrill Lynch, and Aetna Bond Investors as an institutional bond analyst.
Matt received his B.A. from Amherst College and his M.B.A. from Kellogg School of Management at Northwestern University. He serves on the Board of Mastersingers USA, a volunteer choral group focused on teaching and performing choral music around the world. Matt is married with three children and enjoys music, playing golf, coaching soccer, and reading history.
Matt is excited to use his knowledge of investments, markets, and his analytical experience to help his clients confidently achieve their financial goals.