Matt has experience in management, operations, and compliance, which encompasses traditional brokerage, RIA, insurance, and banking.
As a team builder, Matt has the ability to develop & execute a strategic vision using a “ground-up” approach. He focuses on inspiring team members and forging strong business relationships based on a foundation of trust and integrity. Moreover, he has acquired an in-depth knowledge of the financial services industry including investment management, operations, compliance, trading, risk management, and clearance & settlement.
During his career, he has gained experience across firms ranging from start-ups to large institutions, including leading companies such as Signature Securities Group, HSBC Brokerage USA, Republic National Bank, UMTB Securities, and most recently, IDB Capital Corp. Matt also has served as a voting member on the Investment Policy Committee in the IDBNY’s Investment Management & Trust Department, which was responsible for both strategic & tactical asset allocation decisions in client portfolios.
Matt received his BS in Business Administration and Finance from Fordham University. He holds the NYS Life, Accident & Health insurance licenses.
Outside of the office, Matt enjoys spending time with his family and coaching his sons in sports. His passions include music, photography, and going to sporting events & concerts.
