Matt plays a vital role for Certior Financial Group. His responsibilities include helping prepare for client meetings, assisting with account paperwork, monitoring account service items, and providing ongoing support to our clients.
He earned both his MBA and bachelor’s degrees at Goldey-Beacom College, with a concentration in Financial Management. While pursuing his MBA, he started his career in banking working for several banks and financial institutions, including Wilmington Trust, J.P. Morgan, and Citi Bank. Matt brings six years of experience in the operations and compliance field with a solid understanding of documentation and day-to-day operations. He is ecstatic to be an integral part of helping individuals and families reach their financial goals and plan for their future.
When not working, Matt enjoys spending time with his family and friends. You may find him on a soccer field in the Philadelphia area where he competes in a competitive league and currently resides with his fiancé, Julia. He loves to sing and has released some of his own music which can be found on Apple Music or Spotify. He also loves to travel and experience different cultures around the world.