Matt is responsible for leading the business development and distribution effort of the firm’s Institutional group. In this role, he is responsible for sales and distribution within the institutional and intermediary channels, including consultant relationships. Matt joined the firm in 2013 and prior to his current role was a member of the firm’s U.S. Financial Intermediaries team where he worked with banks, insurance companies, broker dealers, and Registered Investment Advisors. Previously he was a vice president at Morgan Stanley Investment Management and worked as part of their institutional and intermediary distribution team.


  • St. Joseph's University, MBA (2010)
  • St. Joseph's University, BS (2003)

Community Involvement

  • Board member, St. Joseph's University Financial Services Alumni Chapter
  • Volunteer, Achievability​
  • Volunteer, Family Leadership Circle – Cradles to Crayons


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