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Matt is an Associate in our firm’s Family Office Services Division, dedicated to working with his KB colleagues and client’s external advisors to coordinate financial reporting, bill pay, estate planning and other financial projects. Prior to joining KB Financial, Matt was an Assistant Vice President at Morgan Stanley Wealth Management working in their Outsourced Chief Investment Office. During his tenure at Morgan Stanley, Matt worked on business development, prospecting, manager due diligence, and strategic initiatives for the Global Investment Office. Matt has over 4 years of experience working in the financial services industry focusing on both ultra-high net worth, institutional-caliber clients as well as retail investors. Prior to Morgan Stanley, Matt served as a Financial Analyst for Quest Diagnostics in their Leadership Development Program.

Matt graduated Magna Cum Laude from Villanova with an Honors degree in Finance and also earned his Master’s degree in Finance from the Villanova School of Business. He also holds his Series 7 and 63 securities licenses.

Matt enjoys cooking, volunteering, soccer, golfing, skiing and snowboarding with his family during his free time.

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Princeton, NJ

300 Carnegie Center Drive, Suite 240
Princeton, NJ  08540
Phone: (609) 924-7250
Fax: (609) 514-4725

Point Pleasant Beach, NJ

501 Broadway
Point Pleasant Beach, NJ 08742
Phone: (732) 899-1000
Fax: (732) 899-3000


    KB Financial Companies is a close-knit team of diversified professionals dedicated to helping you reach your goals. Many of our senior personnel have over 25 years of experience. This extensive experience, combined with our integrated approach, increases our ability to add significant value to high net worth families, entrepreneurs and key stakeholders.

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    Investment advisory services offered through KB Financial Partners, LLC which is independently owned and operated. Securities offered through M Holdings Securities, Inc., a registered broker/dealer, member FINRA and SIPC.

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