He takes pride in enriching each client’s life and helping them achieve their financial planning goals. He consistently seeks additional learning opportunities to help his clients.
Joined Lido: 2024
Homebase: Chicago, IL
Professional Focus: Matt strives to offer a complete suite of Family Office style services to his clients both through Lido’s comprehensive services platform and his own experience.
Professional Designations: CERTIFIED FINANCIAL PLANNER®
Education: B.A., Economics, Michigan State University
Previous Work Highlights: His prior roles include firms such as Fidelity Investments, E*TRADE , and Morgan Stanley, and spans a wide range of subjects such as retirement, philanthropy, executive compensation, stock plans, and more.
Personal Facts: In his spare time, Matt can be found playing beach volleyball, soccer, and hiking.
