Matt is Director, CFO Services, where he works with Cresset’s family office clients. In his role as an outsourced CFO, he and his team review a client’s entire balance sheet to provide personal financial statement review, reporting and recommendations, bill-pay solutions, cash flow modeling and management, capital call tracking, and liquidity analysis. He has over 10 years of experience in complex accounting and transaction advisory, private equity fund operations, and CFO services.
Previously, Matt led the finance function for a portfolio of private companies held by a single-family office. His role encompassed planning, forecasting, controllership, reporting, and transaction-related work across the portfolio.
Matt holds a Master of Accountancy and a Bachelor of Business Administration in accounting from the University of Georgia. He lives in Atlanta with his wife, Rosa.