Director of Operations
Integral to the successful development and implementation of client financial plans are Matt’s experience as an analyst and his reputation for scrupulous attention to detail. The extensive investment research Matt conducts is vital to customizing individual portfolios. Matt enjoys collaborating with clients, participating in strategy sessions and serving as COO.
Matt joined the firm with Andy, having worked at the UBS’ Private Wealth Management office in Louisville, where he had been fulfilling the objectives of high net worth clients since 2001. He earned a B.S. in Finance from the University of Dayton and holds Kentucky Life and Health Insurance licenses. A native of Louisville, Matt and his wife Jenni have two young sons. He enjoys music and the arts, plays both golf and soccer and makes spending time with his family a top priority.