Matt joined Clarfeld in early 2015 and is currently the Head of Investment Solutions overseeing all investment strategies across the Institutional and Ultra-High-Net worth client base. He is an active member of the firm’s Investment Policy Committee. Matt’s previous roles with the Bank included Senior Portfolio Strategist and Senior Client Relationship Manager.
He currently leads a team of senior Investment Managers responsible for delivering investment advisory and expertise throughout the Bank’s regional footprint. He is heavily involved in the development of the firm’s strategic asset allocation, portfolio construction, tactical market views and ongoing manager selection and due diligence. Matt and his team are responsible for investment communications, strategy updates and the firm’s portfolio commentary.
Matt is involved in the firm’s business development efforts and partners with many of his Commercial Banking colleagues to help position and communicate the full suite of wealth advisory and investment services to existing clients and prospects.
In addition to his investment responsibilities, Matt operates as the lead client relationship manager for many of key the relationships in the Institutional and Private Client channels; including advisory to Endowments, Foundations, Non-Profits, and Corporations as well as High- Net-Worth and Ultra-High-Net Worth families.
Matt holds a B.S. degree in Finance from the University of Connecticut He is a credentialed Certified Financial Planner (CFP) and a Chartered Financial Analyst (CFA).
Matt resides in northern New Jersey and enjoys cooking, traveling and hiking outdoors with his wife and newly born son Leonardo. He is an annual participant in the “Play like a Pro” charity event benefiting the Band of Parents and the Garden of Dreams by raising money and awareness for childhood cancer.