Matthew serves as Senior Client Relationship Manager at Geller Advisors. Matthew manages client relationships and is responsible for the delivery of wealth management advice and guidance.
Prior to joining Geller Advisors, Matthew was a Client Advisor at Bessemer Trust Company, a private firm that provides wealth management services to over 2,500 families and oversees more than $100 billion in assets. At Bessemer, Matthew was responsible for developing and maintaining client relationships through the coordinated delivery of investment management, tax & financial planning, trust administration, philanthropic advisory and insurance advisory services.
Earlier in his career, Matthew served as an in-house attorney at Perry Ellis International and was an Editorial Assistant at the Boston Globe.
Matt received his BA from Northeastern University, as well as his JD / MBA from the University of Miami. He is a member of the Florida Bar, the State Bar of California and is a Certified Financial Planner™.
Contact Matthew at email@example.com