As the newest member of our Sopher Financial Group team, Matt brings several years of experience in the financial services industry. Prior to joining our team in January 2022, Matt worked as an Assistant Vice President at Morgan Stanley in their Global Investment Office. During his tenure at Morgan Stanley, Matt worked on business development, prospecting, manager due diligence, and strategic initiatives. As our Director of Client Relations and New Business Development, Matt helps our team in all aspects of the financial planning process including onboarding, operations, and financial strategy development.
Matt earned his CFP® designation in 2023, demonstrating his commitment to the financial planning profession. Matt graduated Magna Cum Laude from the Villanova School of Business (in 3 years) with an Honors degree in Finance in 2016. Prior to Villanova, Matt graduated as the Valedictorian of Christian Brothers Academy in Lincroft, NJ.