As a Portfolio Consultant, Matthew specializes in asset allocation, portfolio construction, and serving the needs of high-net-worth clients. Located in our Midtown office in New York City, Matthew covers the Boston, New York City, Dallas, and Houston territories in his role. Prior to joining Alex. Brown in 2016, he served a similar role within Deutsche Bank’s Private Wealth Management division.
Matthew graduated from the University of Pittsburgh, earning a Bachelor of Science in Business Administration with a concentration in Finance and a minor in Economics. He is a recipient of the Robert A. James Award of Excellence and holds Series 7, 63, and 65 registrations.
Originally from northern New Jersey, Matthew lives in Manhattan. In his free time, he enjoys traveling, fitness, spending time with family and friends, the beach, playing sports, and reading.
Raymond James is not affiliated with the above organizations and/or charitable causes.