Matthew is Financial Planner and Investment Manager at Clear Harbor Asset Management.  His planning practice focuses on the unique scenarios encountered by individuals with special needs and their families.  

Matthew's sister, Joanna, has a developmental disability and Lennox-Gastaut seizure disorder. His youngest child, William is on the autism spectrum.  Matthew's parents spent their lives caring and advocating for Joanna while doing everything they could to make his life as ordinary as possible. Today, his family is doing the same for his son and two daughters.  From these experiences, he personally understands that children and young adults with special needs require careful planning and advocacy at every stage of their lives.  He firmly believes that understanding and empathy are as important as the professional skill required for this.   

Prior to joining Clear Harbor, Matthew spent over 15 years as an institutional equity trader.  Even in his youth, he was passionate about volunteering to help children with special needs.  He currently serves as a board member and treasurer of KEEN NY, which provides fitness and sport activities for members of this community and is an active member of the Order of Malta, American Association. 

He is a member of NAPFA®, the National Association of Personal Financial Advisors and the XY Planning Network.  He is Certified Financial Planner™ practitioner and a Certified Investment Management Analyst® professional.  He is a member of the Investments & Wealth Institute®.   He is also currently a Chartered Special Need Consultant ® (ChSNC®), a designation administered by the American College of Financial Services.

Education:

Columbia Business School, MBA

Bentley University, MSFP -Master of Science in Financial Planning

Providence College, B.S. in Business Management

Firm Description

Making You and Your Goals Our Highest Priority

Clear Harbor Asset Management is an independent, SEC-registered investment advisory firm headquartered in Stamford, CT.  The firm was founded with a shared vision to merge first-class, holistic wealth management advice with market leading investment strategy and execution, as well as cutting edge customer-facing technology.

The firm is owned entirely by its employees - a team of veteran financial professionals with unparalleled breadth of knowledge and experience. Our team works closely with clients to protect and grow their wealth through best-in-class service and comprehensive financial advice.

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