Matthew serves as an Investment Analyst Lead for Focused Wealth Management, where he plays a key role in supporting the firm’s portfolio management and investment strategy efforts. He conducts in-depth research on the global economy, capital markets, and a wide range of investment options to develop and enhance client portfolio strategies. In addition to supporting the daily trading and oversight of client investments, Matthew is responsible for portfolio reporting and analysis.

He also leads the implementation of various data-driven models and analytical tools within the firm, helping to improve strategic decision-making and overall investment outcomes. Matthew works closely with advisors to ensure that client portfolios are aligned with both market conditions and individual objectives.

Matthew graduated from Mount Saint Mary College with a bachelor’s degree in Business Administration. He holds the Series 7 and Series 66 licenses and is currently a CFA Level II candidate.

Outside of work, Matthew values quality time with family and friends and enjoys maintaining an active lifestyle. He is passionate about soccer and continues to play competitively, he also enjoys exploring the outdoors, staying fit through regular exercise, and engaging in community events.