Matthew Wu

Wealth Advisor, Senior Associate

Madison, CT

LET'S CONNECT

Work Experience

  • Joined MAI in 2022, bringing more than 15 years of experience
  • Was most recently a Private Wealth Advisor at Brenton Point Wealth Advisors
  • Was previously a senior analyst and an associate advisor with Coastal Bridge Advisors
  • Helps high net worth individuals and families define and meet their investment goals and retirement objectives

 

Life Outside of MAI 

  • Lives with his wife, Sally, and their two sons, Greyson and Cooper in Connecticut
  • Enjoys spending time with his family, traveling, and fly fishing

 

Education

  • Bates College, BA in Environmental and Marine Sciences

We look forward to learning about your financial goals.

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