CFP®, EA®, Vice President, Senior Wealth Advisor, The Colony Group
Matt is a Senior Wealth Advisor and a Principal at The Colony Group. He provides comprehensive wealth management and investment advisory services, including financial planning, investment management, and tax planning, to corporate executives and high net worth clients of the firm. Matt is a CERTIFIED FINANCIAL PLANNER™ professional and an Enrolled Agent before the Internal Revenue Service. He was named a “Five Star Wealth Manager” by Boston Magazine in 2016 and 2017.* He is a co-author of the book, Personal Financial Planning for Executives and Entrepreneurs: The Path to Financial Peace of Mind.
Matt originally joined The Colony Group as a Portfolio Administrator in Colony Investment Management, where he was primarily responsible for new accounts, performance reporting, and client service requests. He earned his Bachelor of Science in Corporate Finance with a minor in Business Leadership from Virginia Tech.
As a lifelong athlete, Matt has completed multiple marathons and also enjoys playing hockey during the winter months. He also enjoys spending time with his wife and children.
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