Matt joined NewEdge Wealth in August 2024, bringing over two decades of experience advising wealthy families, nonprofit institutions, and corporate retirement plans to his role as Vice President, Portfolio Strategy. His deep experience across traditional and alternative investment strategies, and alignment with NewEdge’s culture make him a valuable member of the team. Before joining NewEdge, Matt served as a Financial Advisor at Morgan Stanley, providing financial planning and investment advice to our team’s private wealth and institutional clients, and taking a lead role in managing our clients’ portfolios.
Matt also spent seven years as a key member of Lehigh University’s Investment office, where he helped manage the University’s $1.6 billion endowment, investing across global equities, private equity, hedge funds, fixed income, and real assets. From 2005 to 2011, Matt was a Senior Consultant and Director of Investment Research at MFP Strategies, advising and managing portfolios for individuals, families, endowments, foundations, and pension plans.
A graduate of the Wharton School at the University of Pennsylvania, Matt is a CERTIFIED FINANCIAL PLANNER™, a Chartered Financial Analyst® (CFA®), and a member of the CFA Society of Philadelphia. He resides in North Wales, PA, with his wife, Kim, and their children, Thomas and Steven.
Honors & Accolades*
Forbes Best-in-State Wealth Management Teams: 2024, 2025
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*Forbes/Shook Best-in-State Wealth Management Teams ranking awarded in January 2024 based on March 31 data of the previous year. Neither Forbes nor SHOOK Research receive compensation in exchange for these rankings.