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:
鈥� portfolio design and implementation
鈥� hedging of concentrated stock positions
鈥� preparation for liquidity events
鈥� 10b5-1 trading plans
鈥� estate planning strategies
鈥� diversification through alternative investments
鈥� 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 ...
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