Matthew joined HB Wealth in October 2025. He and his team provide comprehensive, multi-dimensional wealth management and planning advice to ultra-high net worth families, family offices, business owners, executives, and related foundations. Leveraging over a quarter century of experience in wealth management, he delivers practical, customized wealth management advice integrating intergenerational and charitable planning, cash flow and balance sheet management, and portfolio management solutions.
Prior to joining HB Wealth, Matthew spent over 26 years with the J.P. Morgan Private Bank as a Senior Banker and Investor in New York, Atlanta, and Charlotte. He was the Founding Advisor of J.P. Morgan Private Bank’s Charlotte office, with responsibility for the firm’s practice in the Carolinas.
Matthew is active in the Charlotte community, serving on the Board of Trustees of The Mint Museum, North Carolina’s first and preeminent art museum. He is also serves as an Ambassador for the Levine Children’s Hospital and is active in coaching youth sports.
Matthew earned his Bachelor of Arts degree and his Master of Business Administration from the University of Virginia, where he also competed as a four-year letterwinner in Varsity Baseball as an undergraduate.
In his spare time, Matthew enjoys spending time with family, including his wife and two children, and friends, traveling to explore wine country and ski destinations, college sports, and reading.