Matthew serves as the Practice Director of Operations, bringing a distinct blend of financial acumen and technical sophistication to the team. With a foundational career in wealth management beginning in 2016, Matthew spent five years learning portfolio management and administrative/operational functions before transitioning to an intensive, Master of Science in Computer Science program at Northeastern University.
Returning to the financial industry in 2025, Matthew now leverages his advanced technical background to architect the use of the firm’s operational ecosystem. He specializes in bridging the gap between sophisticated data structures and personalized wealth strategies, helping ensure that every tool is adjusted for the client.
A graduate of San Francisco State University in Economics, Matthew believes that the future of wealth management lies at the intersection of human guidance and technological precision. Now a resident of Renton, he enjoys exploring the Pacific Northwest landscape. Outside of the office, Matthew is an avid traveler and hiker who shares his adventures with his partner and their dog, Dori.
