Matt is a Principal and Wealth Advisor with the responsibility for managing existing client relationships as well as formulating and implementing advice. He manages daily activities (i.e.: trading and reporting) within our operations and serves as an intermediary between staff and Advisors. He is also responsible for providing tax planning advice and the preparation of tax returns. Prior to joining the firm in 2009, Matt was an Assurance Associate in the Investment Management Group at PricewaterhouseCoopers, LLP in Philadelphia. He was responsible for performing audit functions on a variety of investment instruments including mutual funds, hedge funds and annuity products. Matt is a Certif