In his role, Matthew plays a pivotal role in facilitating various aspects of client relationships, including assisting with the client onboarding process, maintaining accurate systems and schedules, collecting documentation, and more.
Prior to joining NewEdge, he was a Client Service Associate at Williams Asset Management and a Finance Intern at Appian. Matthew received his B.S. in Finance from Penn State University, where he also minored in Economics.
He grew up in Vienna, VA and currently calls New York City home. In his free time, he can be found staying active on the golf course or on the basketball court.