Associate, Wealth Advisor
Matt serves as an Associate, Wealth Advisor and supports Cresset’s Reston, Virginia, team. Specifically, he supports the Wealth Advisory team in constructing holistic financial plans and wealth strategies on behalf of clients.
Prior to Cresset, Matt worked with a number of teams and clients over his six-year tenure at SEI Investments Company. At SEI, he worked with Alternative Investment Managers to optimize their data delivery schedules, create efficiencies in the net asset valuation process, and provide necessary due diligence for the benefit of investors.
Matt graduated from Penn State University’s Smeal College of Business with a dual major in Finance and Economics. His passion for continued education inspired him to become a candidate for the CFA program in March 2020.