Matt is the Head of Advisory Services at AdvicePeriod. In this role, he is responsible for expanding AdvicePeriod’s relationships with national custodians and their clients. He works closely with AdvicePeriod’s wealth advisors nationwide to help clients solve their tax and estate planning, retirement planning, and investment management needs.
Prior to joining AdvicePeriod, Matt was a Senior Wealth Advisor at Kayne Anderson Rudnick Wealth Advisors working with HNW and UHNW individuals and families. Prior to that, Matt was a Managing Director at John Hancock Investments, working with the top Registered Investment Advisors (RIA’s) in the country.
Originally from Boston, MA., Matt graduated from the University of Vermont with a BS in Business Administration, where he was a member of the varsity hockey team. He also attended Deerfield Academy in Deerfield, MA. Matt currently resides in Laguna Niguel, CA, with his wife, daughter, and two dogs. In his spare time, Matt stays active on the golf course and the local trails and beaches.