Matt serves institutional clients by providing counsel and guidance on portfolio design, asset allocation, manager selection, investment policy statements and performance monitoring. Matt also specializes in assisting private educational institutions and their associations with developing strategic retirement benefits for their faculty and staff.
Before joining the firm, Matt worked in both institutional and individual wealth management with a focus on creating long term and intentional retirement planning strategies. He received his BA in Accounting from Radford University and obtained the Certified Financial Planner (CFP®) designation from Old Dominion University. In his free time, Matt enjoys his time with his family, coaching his sons in their youth sports, golf and boating.
