Matt joined BBR Partners in 2021 and is a Vice President of Portfolio & Wealth Advisory. Matt’s responsibilities include supporting Portfolio & Wealth Advisory Directors in managing a client’s overall financial picture, including working with clients on day-to-day portfolio management issues and coordinating with external advisors.

Prior to BBR, Matt worked as a Portfolio Manager at Neville, Rodie & Shaw, a New York-based registered investment advisor. Matt graduated cum laude from the College of the Holy Cross with a BA in Economics and is also a CFA charterholder.

Matt lives in New Jersey with his wife, Charlotte, and their dog, Hank. Outside of work, Matt enjoys playing golf and cheering on Boston sports teams.