Professional Bio
Matt is a wealth director for BNY Mellon Wealth Management. In this role, he is responsible for new business development in the Mid-Atlantic region, and works with individuals and families to identify how BNY Mellon Wealth Management’s investment and wealth management capabilities can help them reach their overall financial goals.
Matt joined the firm in 2013 and has worked in various roles at the firm. Previously, he worked as an Associate Wealth Manager supporting a Senior Wealth Manager in all aspects of meeting clients’ daily investment and wealth management objectives. Prior to that, Matt started his career in the Investment Accounting department.
EDUCATION
Bachelor of Science, Temple University
MEMBERSHIPS
Estate and Financial Planning Council of Southern New Jersey, Board Member
Summer Search, Associate Board Member
The Pennsylvania Society, Member
