Vice President, Wealth Management
Senior Portfolio Manager
Consider the three most important things in your life, or the three things most important to the charitable institution you represent. Chances are that in some way, money is related to being able to provide for these three pillars. And thus, in the simplest terms, our purpose is to provide prudent deployment of financial planning and risk management through education, discipline, and common sense.
We recognize that charitable organizations and many High Net worth individuals face a unique set of challenges, concerns and rules regarding investing and planning. Our team at Morgan Stanley* works intensely to make sure clients do not engage in levels of risk they do not fully understand. As well we work diligently to help ensure our clients and our clients' donors are well informed regarding relevant changes to legislation and planned giving.
Reflected in his passion for the support and well-being of others, Matthew has logged over 2000 hours of volunteer work between 2008 and 2010 through various organizations. He supports Low Income Families by preparing tax returns*, Young-Adult Cancer Survivors serving on the Finance Committee of The SAM Fund, and as a pilot for Angel Flight which transport patients in need of medical care whom other wise may not have appropriate medical access. In addition, Matthew has achieved the rank of Captain with the US Air Force Auxiliary and serves as a National Search and Rescue Flight Instructor. Matthew is also a member of Sports Financial Advisors Association, Athletes & Executives, and Access Athletes.
*In his capacity as a Financial Advisor for Morgan Stanley*, Matthew does not provide tax or legal advice or prepare tax returns. Individuals should consult their personal tax and/or legal advisors before making any tax- or legal-related investment decisions.
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*References to length of service at Morgan Stanley include years at Morgan Stanley and predecessor firms.
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