Personal Information
Organization / Workplace
San Francisco Bay Area United States
Occupation
Financial Advisor, Morgan Stanley
Industry
Finance / Banking / Insurance
About
Matt is a private wealth manager serving entrepreneurs, private equity fund managers, business owners and C-level executives. As a personal CFO to his clients, he develops bespoke solutions to accommodate their unique circumstances and preferences.
Among the services he provides are:
• portfolio design and implementation
• hedging of concentrated stock positions
• preparation for liquidity events
• 10b5-1 trading plans
• estate planning strategies
• diversification through alternative investments
• solutions for investors with international holdings
Prior to embarking on a career in wealth management, Matt specialized in the sourcing and managing of cross-border commercial real estate ...
Contact Details