Focus

As a member of the investment and trust administration teams, Matt spends the bulk of his time building long-term relationships with 1911's clients by working collaboratively to create, manage and monitor their total wealth plan so that it meets their vision for the future. When he isn't working with clients, Matt is working with the investment team reviewing asset allocations and implementing strategies within family portfolios or working with the trust administration team to ensure that trusts are administered appropriately.

Background

Beginning his career at Fidelity Investments, Matt has 18 years of experience working with high-net worth and family office clients. He is a Certified Financial Planner (CFP^®), a Chartered Financial Analyst (CFA) and a Certified Trust and Fiduciary Advisor (CTFA). Matt joined 1911 Trust in 2014. Matt is a proud graduate of Penn State University.

Away from the office

Matt lives in Kensington, NH with his wife, Kristi, and their three sons, Sam, Ben and Thomas. Outside of work Matt can often be found coaching his boys on the baseball diamond or basketball court and, when time allows, on the golf course!