Matthew is an integral part of Independent Wealth Management’s Financial Life Planning and Investment Management team. He is a graduate of the University of Rhode Island, College of Business Administration where he earned a B.S. in Finance. Prior to joining IWM, Matthew gained experience as an analyst at a wealth management and family office firm in New York where he was responsible for portfolio management and investment analysis.
Matthew is a CERTIFIED FINANCIAL PLANNER™ (CFP®) earning his certificate in Financial Planning from The American College of Financial Services. He also holds the Series 7 & 66 securities registrations with LPL Financial. As a Wealth Advisor, Matthew delivers wealth management strategies that are unique to his client’s life goals and objectives. He believes in an active approach to the financial planning process, and is most excited about contributing to IWM’s team approach to helping clients pursue their financial dreams. In his spare time, Matthew enjoys spending time at the beach and is a devoted New York Yankees fan.