Matthew serves as a Lead 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 firstname.lastname@example.org