Matt holds a BA in Economics with a concentration in Finance from the University of Maryland, Baltimore County. Joining West Financial in October 2015, his primary responsibilities include portfolio review and analysis. Matt has over a decade of experience in the high-net-worth niche of the financial services industry and leading client facing teams. He earned his CIMA® designation in February 2009. Matt was recognized by Five Star Professional as a Five Star Wealth Manager1 (2020).
Matt lives in Washington, D.C. with his wife, Jenna. Depending on the season, Matt can be found out on the golf course or thousands of feet above sea level on skis, and enjoying – and agonizing over – D.C.’s four major sports teams.
1Five Star Professional: Five Star Wealth Managers
The Five Star Professional award program, managed by fivestarprofessional.com, conducts market-specific research throughout the U.S. and Canada to select reputable, specialized, and honest service professionals. Required eligibility criteria: (1) Credentialed as an investment advisory representative or a registered investment advisor; (2) Actively employed as a credentialed professional in the financial services industry for a minimum of five years; (3) Favorable regulatory and compliant history review; (4) Fulfilled their firm review based on internal firm standards; (5) Accepting new clients. Considered eligibility criteria: (1) One-year client retention rate; (2) Five-year client retention rate; (3) Non-institutional discretionary and/or non-discretionary client assets administered; (4) Number of client households served; (5) Education and professional designations. Wealth managers do not pay a fee to be considered or placed on the final list of Five Star Wealth Managers.