Matt is a Strategic Advisor at Brown Advisory, where he works closely with high net worth individuals, families, and founders to provide thoughtful, customized guidance on complex planning and financial matters. He partners with clients to align their wealth strategies with their long-term goals, values, and legacy objectives, with particular expertise in advising business builders entrepreneurs on Qualified Small Business Stock (QSBS) planning and related tax strategies. Prior to joining Brown Advisory, Matt founded an estate planning firm dedicated to helping families navigate and implement effective estate planning strategies.
Education
- Boston University, LLM
- Franklin and Marshall College, BA
- New England Law-Boston, JD
Community Involvement
- Member, Massachusetts Bar
Certifications
- Chartered Advisor in Philanthropy (CAP)