Matthew joined Clear Harbor in 2016 and brings over 20 years of financial services experience to the firm. Matthew is responsible for working collaboratively with individuals, business owners and institutions where he provides comprehensive investment and financial planning strategies. Matthew deploys a goals and values-based approach to wealth strategy and portfolio construction. He also specializes in advising families with special needs, helping them navigate financial planning for the unique lifelong needs of a family member with a disability. Prior to joining Clear Harbor he was a Managing Director with Stifel Financial’s Distressed Desk specializing in special situations and reorg equ