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Investment Advisor Representative
Since joining the financial services industry 25+ years ago, Matt focuses on helping his clients with risk management, legacy planning, tax efficiency, and finds passion in working with underserved communities. He strives to help his clients address every aspect of their financial needs and opportunities. He holds his 7, 63, and 66 securities licenses. Matt earned his Bachelor’s Degree from William Paterson College in Mathematics and Economics, and his MBA in Financial Management from Rutgers Graduate School. He currently resides in New York City with his spouse and two children. In his free time, he enjoys tennis and is involved in the school community.
I am licensed and registered to offer products and services in NY. Licenses and registrations will vary. Domiciled in NY.
Check the background of this investment professional on FINRA’s BrokerCheck