Matt is a key member of TGS’s advisory team, working closely with clients to deliver comprehensive, goals-based financial advice. He partners with individuals and families to design and implement customized investment strategies aligned with their long-term objectives, time horizon, income needs, and tolerance for market risk. Matt plays a central role in portfolio construction and oversight while integrating investments into the broader financial planning process, helping clients make confident, well-informed decisions across all aspects of their financial lives.
In addition, Matt serves on TGS’s Investment Committee, where he helps shape the firm’s overall investment philosophy, asset allocation framework, and manager selection process. In this role, he contributes to firm-wide strategy, implementation standards, and ongoing evaluation to ensure client portfolios are managed with discipline, consistency, and a long-term perspective.
Since joining TGS in 2024, Matt has drawn upon his extensive experience at leading financial institutions, including Vanguard and SEI Investments. He has held multiple leadership roles focused on investments, strategy, and client management—skills that now fuel his passion for delivering personalized advisory services to high-net-worth individuals and their families.
Matt holds a BS in Finance and Economics from the University of Delaware and an MBA from Villanova University. He is a CERTIFIED FINANCIAL PLANNER™ (CFP®) professional, a Certified Investment Management Analyst® (CIMA®), and a Qualified 401(k) Administrator (QKA®). These credentials underscore his commitment to the highest standards of expertise and ethics in financial planning, as does his membership in NAPFA.
Matt serves on the Board of Trustees for the Denise Lugar Scholarship Fund and is actively involved with the Chester County Down Syndrome Interest Group. He resides in Wayne, Pennsylvania, with his wife, Sarah, their three children, and their dog. In his free time, Matt enjoys traveling, spending time with family and friends, cheering on the Phillies and Eagles, and hiking at the Jersey Shore.
Certified Financial Planner Board of Standards Inc. owns the certification marks CFP®, CERTIFIED FINANCIAL PLANNER™ and CFP® in the U.S., which it awards to individuals who successfully complete CFP Board’s initial and ongoing certification requirements.
Investments & Wealth Institute® (the Institute) is the owner of the certification mark “CIMA®.” Use of CIMA® signifies that the user has successfully completed the Institute’s initial and ongoing credentialing requirements for wealth advisors.
The American Society of Pension Professionals and Actuaries (ASPPA) owns the certification mark “QKA®.” Use of QKA® signifies that the user has successfully completed the Society’s initial and ongoing credentialing requirements.
