Matt is a Senior Wealth Management Advisor at Kathmere Capital Management, where he works closely with individuals and families to help them make thoughtful, confident financial decisions. With more than 20 years of experience across investment management, retirement planning, and private wealth advisory, Matt has guided clients through a wide range of meaningful financial milestones.

He has developed expertise in special needs planning, helping families address long-term care and financial considerations. This work is deeply personal to Matt, as his son, Matt Jr., has Down syndrome, shaping his perspective and passion for supporting families navigating similar challenges.

He is committed to helping clients benefit from thoughtful, holistic financial planning paired with disciplined investment management. Matt brings a thoughtful, relationship-driven approach to his work, helping clients navigate complexity with greater clarity and confidence.

Firm Description

There Has to be a Better Way

Apple executives will tell you that Steve Jobs would pace around the room during a meeting and state over and over, “There has to be a better way.  There has to be a better way.”

The founders of Kathmere Capital Management had the same feeling.  After decades in the wealth management industry, they were convinced there was a better way.

Clients were desperately seeking independent and transparent advice.  Technology changes were dramatic.  Barriers to information and research were gone.

Harnessing these changes successfully could help to create the ultimate investment platform, family office service, and client experience.

In 2015, after decades of experience, reflection, and brainstorming, our founders decided that this is the time to create “The better way”.

Years later, we will still believe, “There has to be a better way.”  We continue to bring this mindset of constant improvement to the office each and every day.

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