Matthew joined BBR Partners in 2019 and is a Director of Client Onboarding. Matthew’s responsibilities include working with BBR Partners clients and Wealth Advisory Teams to transition new family portfolios efficiently and properly to the firm. Matthew has extensive experience in executing and administering client investment portfolios. Matthew is also a member of BBR’s Compliance Committee.

Prior to joining BBR, Matthew worked as a Senior Associate and Operations Manager at A.W. Jones Private Advisors, where he was responsible for creating and implementing efficient processes and procedures to ensure the highest level of client experience. Matthew was also involved with day-to-day client portfolio management including cash flow, portfolio monitoring, and execution for all new and existing client portfolios. Matthew has previously held similar positions at Merrill Lynch, Pierce, Fenner & Smith Inc. and Bleakley Financial Group.

Matthew holds a BA in Business Administration from Merrimack College’s Girard School of Business with a concentration in Marketing.

Matthew lives in New York City with his wife and two children, Oliver & Georgia. Outside of the office, his favorite activities include cheering on the New York Rangers, golf, and spending time with his family.