Matthew is an Investment Analyst in Cresset’s Atlanta office. Matthew works alongside Wealth Advisors to support portfolio analysis, investment planning, and the development of tailored wealth management strategies for clients.
Prior to Cresset, Matthew worked at a boutique independent registered investment adviser, where Matthew focused on financial planning for high-net-worth clients and private investments. Matthew brings over two years of experience working with high-net-worth clients across financial planning and investments.
Matthew earned a Bachelor of Business Administration from Auburn University and holds the Series 65 license. Matthew lives in Alpharetta and enjoys football and motorsports.