Matthew works with high-net-worth and ultra-high-net-worth families through Sequoia’s Sentinel Family Office, building financial plans and investment strategies tailored to the complexity and scale of each family’s wealth. He is drawn to the work by a belief that even the most intricate family picture can be distilled into a clear, coherent strategy that protects what families have built and positions it to endure. 

At the center of Matthew’s approach is a genuine interest in understanding each family’s distinct story. He is unhurried in learning their relationships, priorities, and the intentions behind their wealth, because the quality of the plan depends entirely on the quality of that foundation. He holds the Chartered Financial Analyst® (CFA®) designation and is an active participant in the CFA Institute and CFA Society. He earned his Bachelor of Science in finance and economics from The George Washington University. 

Matthew lives in Phoenixville, Pennsylvania, with his wife. Outside of work, he enjoys golfing, boating, hiking, exploring local restaurants and activities, and supporting Philly sports teams.