Matt began his financial services career in 2013 while earning a B.S. in Business Administration with a concentration in Finance from Towson University. After gaining years of experience in different fields of the financial industry, including equity research, financial planning, and wealth management, he then went on to attain the Certified Investment Manager Analyst® designation from the Investments & Wealth Institute. The CIMA® designation identifies those individuals who have successfully completed coursework surrounding complex portfolio construction, investment analysis, and comprehensive wealth management in accordance to clients’ philanthropic mission, investment philosophy, and financial goals. In addition, Matt holds Series 7 and 66 securities licenses, as well as life, health, and variable insurance licenses (including annuities).
Born and raised in the Baltimore area, Matt lives in Bel Air with his beautiful daughter, Karson. Outside of the office, Matt enjoys swimming, sports, traveling, and spending time with family and friends.