As a member of the Investment Team, Matty oversees the investment research efforts used in establishing the firm’s asset allocation models and underlying security selections. Matty is also responsible for managing client portfolios, beginning with the construction of a tailored implementation plan for our client’s specific asset allocation plan. As part of his portfolio management responsibilities, Matty supervises ongoing portfolio risk, including our clients concentrated positions in company stock or options, real estate or direct business holdings, and deferred compensation plans.

After working as a summer intern with Klingman & Associates, Matty joined the team full time in 2018. Matty received his bachelor’s degree from Bowdoin College, where he studied Political Science and Economics and was a member of the varsity lacrosse team. Outside of the office, Matty enjoys golfing, fishing, and is a long suffering New York Jets fan.