Regional President, Senior Managing Director
Matt is a Regional President at MAI, based out of the Naples, Florida office. He joined the firm in 2021 as a result of the acquisition of MWM Investment Consulting, LLC, which he founded in 2009. Matt brings nearly 30 years of industry experience to MAI and advises individuals, families and their foundations as well as charitable endowments.
Prior to establishing MWM, Matt worked for multiple large financial services firms. He began his career at Wells Fargo where he held several progressively responsible roles and eventually became a Managing Director in its wealth management practice. From there, he became the Division President for US Trust in Southwest Florida before transitioning to Market Leader for National City’s Private Client Group.
A native West Virginian, Matt attended Florida State University, earning his BSBA with majors in Finance and Multinational Business. He has always been very involved in the Naples community, having held leadership positions in the Gulf Shore Rotary Club, The Boys and Girls Club of Collier County, The Collier County Education Foundation, The Pelican Bay Community Development District, Wentworth Estates Community Development District and The NCH Healthcare Foundation Committee. Currently, Matt is the Board Chair of both The Garden of Hope and Courage and Phoenix Education Network dba Naples Classical Academy.