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.