Matt is a Vice President on the Lehigh Valley team at NewEdge, where he works with individuals, families, and business owners to develop and design wealth strategies aligned with their financial goals and objectives.
Prior to joining NewEdge, he served as Vice President and Financial Planning Director at Morgan Stanley in Allentown, PA, where he delivered advanced wealth and estate planning strategies to clients in the Central and Eastern Pennsylvania market and across the U.S.
Matt began his career in the wealth management industry at UBS Financial Services and Morgan Stanley in New York, supporting high net worth client relationships and tailored investment and financial planning strategies. He also served as the global lead for wealth and asset management research at Accenture, providing industry perspectives in client delivery and thought leadership publications.
Matt graduated from Lehigh University with a Bachelor of Science degree in Marketing. During his time at Lehigh, he was a member of the varsity baseball and wrestling programs and sought to further student-athlete development with university leadership.
Matt and his wife, Kiana, are Lehigh Valley natives and reside in Allentown. He is active in the community and continues to mentor current Lehigh University student-athletes. Matt enjoys spending time with his family and friends, playing golf, and watching the Boston Red Sox.