Executive Director Team Lead
Matt is a Team Lead at J.P. Morgan Private Bank in Palm Beach, Florida and member of the Southeast Operating Committee. He is responsible for helping clients fulfill their goals and passions and the growth and development of his team.
Matt leads a team of experienced bankers who advise successful families, real estate principles, financial institutions, corporate executives, healthcare professionals, and closely-held business owners. Relationships begin with a clear understanding of client’s individual, family and legacy goals. Through collaboration with a robust team of industry leading specialists at J.P Morgan, and client’s professional advisors, Matt and his team craft thoughtful strategies to help clients realize their vision for their wealth.
Through his career, Matt has developed extensive experience in strategic planning, customized investment strategies, banking, lending and wealth transfer. Having joined J.P. Morgan as an Investment Specialist, Matt worked alongside clients to build custom investment strategies tailored to help meet specific objectives of growth, capital preservation, income, and/or liquidity. He has experience across a wide range of investments including individual stocks, bonds, preferred equity, mutual funds, ETF’s, private investments and hedge funds.
Prior to joining J.P. Morgan, Matt served successful individuals and families as a Private Wealth Advisor with Goldman Sachs in Palm Beach. He began his career as a consultant with Accenture creating business solutions for Fortune 100 companies from 2002-2008. Matt graduated from Dartmouth College with a Bachelor of Arts in Economics and was captain of the Dartmouth Football team. He later earned his M.B.A from University of North Carolina Kenan- Flagler Business School where he served as portfolio manager for a $2mm student run endowment. Matt holds FINRA Series 7, 9, 10 and 63 securities licenses. He lives in Tequesta, Florida with his wife, Andrea and in his free time, enjoys fishing, tennis and travel.
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