Matt is a Senior Vice President at Robertson Stephens. He uses a holistic approach to advise high-net-worth individuals by coordinating strategies in financial planning, investment management, tax planning, and estate planning.
Prior to joining Robertson Stephens, Matt spent eight years at LFS Wealth Advisors in the San Francisco Bay Area where he was part of an advisory team focused on advising retirees on income distribution and estate planning and providing multi-generational tax and financial planning.
Matt is a CFP®, an Enrolled Agent, and holds the Series 65 Investment Adviser Representative license. He has served as a board member of the Rotary Club of San Mateo since 2018 and earned a bachelor’s degree from Santa Clara University. Matt lives in the San Francisco Bay Area and enjoys playing soccer, cooking, and watching hockey.