Portfolio Manager

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 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.

Professional Affiliations/Memberships
Member of the Investment Management Consultants Association®, Financial Planning Association, and Washington Association of Money Managers