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Client Service Representative

Matt joined our team in August 2018. He is a graduate of Philadelphia University, Miami University and Lehigh University. Prior to joining the firm, Matt worked for 15 years in higher education administration as an educator and held various management positions - most recently as a Senior Assistant Dean of Students at Lehigh University.

Currently, Matt is an apprentice under several members of our advising staff. He is responsible for back office operations, client services and is an active participant in firm-wide investment committee meetings. Matt is pursuing his Series 7, Series 66 and his life and health insurance licenses.

Matt lives in Telford with his wife Megan and their daughter Ella. He enjoys spending time with family, traveling, outdoor activities and following Philadelphia sports teams.