In his book, success is not defined by money or accolades, but by the relationships you build with others while helping them achieve their own goals.
Joined Lido: 2024
Homebase: Mequon, WI
Professional Focus: Matt works with families to manage their financial planning and personalize investment strategies. He enjoys building relationships with his clients while applying his skills to aid in making their lives easier and more enjoyable.
Professional Designations: Chartered Financial Analyst Charterholder
Education: B.A., Economics, Bowdoin College
Previous Work Highlights: Following ten years at FIRMCO, the investment division of Firstar Bank, Matt was a Wealth Advisor and Equity Manager at Reinhart Partners for twelve years. He then served as the President and Chief Investment Officer at Pegasus Partners prior to its partnership with Lido in 2024.
Personal Facts: Serves as a System Board Member for Children’s Wisconsin and Chair of the Children’s Investment Sub-Committee. Matt is a lifelong Wisconsin resident with two college-aged children. He lives in Wauwatosa in an historic home built by the oldest son of Walter Davidson of Harley-Davidson fame.
