Director of Investment Services
Matt started his journey in the financial services industry as a college intern with Merrill Lynch in 2009. In 2011, he joined with New York Life, gaining an understanding of Risk Management, focusing on planning for life insurance, long term care and annuities. In 2013, he joined Morgan Stanley as a Financial Advisor and moved to a large team in 2014 where he worked until 2020 honing his skills in financial planning and investment management.
Matt lives in Lutherville, Maryland with his wife, Cait, their twin daughters Rory and Reagan, and their chocolate lab Boordy.
Matt is a graduate from Mount St. Mary’s University with a degree in Finance. He holds his Series 7, Series 66, Series 31, and Life & Health Licenses.