Matt is a Principal and Wealth Advisor with the responsibility for managing existing client relationships as well as formulating and implementing advice. He manages daily activities (i.e.: trading and reporting) within our operations and serves as an intermediary between staff and Advisors. He is also responsible for providing tax planning advice and the preparation of tax returns.
Prior to joining the firm in 2009, Matt was an Assurance Associate in the Investment Management Group at PricewaterhouseCoopers, LLP in Philadelphia. He was responsible for performing audit functions on a variety of investment instruments including mutual funds, hedge funds and annuity products.
Matt is a Certified Public Accountant (CPA) and member of the American Institute of Certified Public Accountants (AICPA), and holds the (NASD) Series 65 registration.
Currently, Matt is a member of the Board of Trustees of Roman Catholic High School (Philadelphia) where he often speaks to the students about financial literacy, college planning, and the accounting profession.
Matt holds a Bachelor of Science degree in Business Administration (Accounting) from LaSalle University as well as a Master of Business Administration (MBA) from LaSalle University.
Tax preparation offered separately through Roman & Kulpa, a non-affiliated company from CWM, LLC.