Matt is Senior Vice President and Financial Planning Analyst at Northeast Private Wealth Management. With 17 years of industry experience, Matt most recent served as Assistant Vice President of the Northeast Group at Morgan Stanley where he provided the team with technical reports, client reviews, financial plans, research and due diligence. Matt trained as a Financial Advisor at Morgan Stanley from 2004 to 2006 and he re-joined the investment firm in 2010 as a Wealth Management Associate.
Matt began his career in-between semesters in college as an intern at PaineWebber. Upon graduation, he joined Sandgrain Securities from 2001 to 2002. From 2002 to 2004, Matt joined RyanBeck & Co. where he focused primarily on helping clients manage their municipal portfolios. From 2006 to 2010, Matt was a Financial Advisor at UBS Financial Services where he focused on financial planning and asset management services for affluent clients. Matt holds professional registrations of Series 7, 65, 63 and 31 and the New York State Life Insurance license. He is a 2000 graduate of Roger Williams University with a bachelor’s degree in business management.
Check the background of this Advisor on FINRA’s BrokerCheck.