Managing Director, Corporate Development

Why Are You Passionate About the Work You Do?

Matt’s passion is talking with advisors considering joining the platform about how the firm’s culture emphasizes putting clients’ interests first and supports advisors with business infrastructure, resources and teams to help them succeed.

Experience and Education

As Managing Director, Matt shares with advisors how Mariner can elevate the client experience. Previously, he was the first hire at AdvicePeriod when the firm launched in 2014. While there, he served in many roles and most recently was in charge of the AdvicePeriod for Advisors platform. His team worked with like-minded advisors who wanted to grow and simplify their business while building an asset they own. He also ran the Corporate Strategy team for AdvicePeriod’s Betterment Institutional Initiative, interacting with thousands of advisors looking to create scale by leveraging technology.

Matt graduated from the University of Virginia with a bachelor’s degree in history and a master’s degree in leadership and instruction. He was a member of the varsity lacrosse team, winning an NCAA National Championship and earning All-American honors. Later, he played two years of professional and international lacrosse before starting his career in wealth management.

Matt and his wife, Kendal, live a very active lifestyle in Los Angeles with their new daughter, Emerson, and golden retriever, Watson. When he’s not with his family or working, you can typically find him playing golf or paddle tennis, skiing, playing ice hockey and volunteering with Harlem Lacrosse Leadership as a coach and mentor.