Matthew is an Osaic Institutions Investment Executive with nearly two decades of experience in the financial services industry, he primarily works with high-net-worth individuals, corporate executives, small business owners and retirees
His team provides tailored investment portfolios rather than outsourcing to third-party investment managers. He feels such an approach is more efficient, cost-effective and personalized to the client, providing insight into the group's philosophy and thought process.
Prior to joining ODNB Wealth Management, Matt was a portfolio manager in the J.P. Morgan Wealth Management Portfolio Manager Program, Matt stands among a select group of advisors who undergo a screening process to manage discretionary client assets and are subject to ongoing quantitative and qualitative reviews to assess each advisor's investment strategy. He conducts analytical and trading due diligence on the group's equity and fixed income portfolios along with stress testing using historical periods of elevated volatility. Accompanied by quantitative and qualitative analysis, he contributes to the group's overall investment process and portfolio strategy.
To help clients pursue long- and short-term goals, Matt delves deeply to fact find and understand a client's risk tolerance. He creates a wealth plan that helps fit their risk appetite and guides them to their goals. Matt believes this individualized approach, coupled with consistent client contact and personal service, provides value for the team's clients. He is a CERTIFIED FINANCIAL PLANNER™ professional and has completed extensive training in this field.
Born and raised in Philadelphia, PA, Matt received his B.S. in Business Administration from the University of Richmond in 2005. He earned an M.B.A. from Villanova University in 2012.
Matt began his investment career in 2006 when he joined Delaware Investments. Soon after, he accepted a position with Lincoln Financial Group in Radnor, PA, where he garnered substantial experience in variable and fixed annuities, and insurance. Matt joined Morgan Stanley Wealth Management in 2012, transitioned to J.P. Morgan Advisors in 2015 and accepted a position as Vice President at ODNB Wealth Management in 2024.