Experience & Expertise

Matt focuses on building client relationships to understand and help them achieve their financial goals. He collaborates with their accountants, attorneys, and insurance agents, serving as a point person to execute sound financial planning advice. A self-described “puzzle solver,” Matt enjoys crunching the numbers to show clients how implementing a particular strategy could make it feasible for them to achieve even greater success.

Before joining Greenspring Advisors, Matt held leadership positions with a range of companies, including Transamerica, Citicorp Investment Services, and Citibank Private Bank. He also served as the director of courses for the New York Institute of Finance. Most recently, he was the director of financial planning for a national wealth management firm for 12 years. There, he grew the company’s financial planning division from its inception to a multimillion-dollar business. He earned a Bachelor of Arts in economics from the University of Michigan and an MBA in finance from Columbia University.

Through his many years in the financial industry, Matt learned that clients are best served by financial advisors who are informed and independent.

Matt and his wife, Elisa, live on the Upper West Side of Manhattan. He has two wonderful children. He enjoys playing bridge, hiking, biking, and traveling (particularly to remote places). Matt has been to all 50 states! Matt aspires to one day submit his own contribution to the Sunday New York Times crossword. His favorite book is A Prayer for Owen Meany by John Irving.

Favorite Thing About Working With Clients

“When clients share their joy about achieving a goal, it reminds me why we do what we do.”

My Philosophy On Client Service

“Listen!”