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Matt started his career in 2013 on the wealth management sales and trading desk at Morgan Stanley with a focus on HY debt. Matt transitioned to the institutional investing world when he joined Radcliffe in 2017 where he was head of trading and a portfolio manager for dedicated SPAC strategy. Prior to joining Bernardo Wealth Planning in 2023, Matt was working at Fortress Investment Group where he was a managing director and head of equity capital markets.

Matt graduated from College of the Holy Cross in 2013 with a double major in Mathematics and Economics. Matt and his wife, Becca, reside in Berwyn, PA.

Your Path to Financial Wellness Starts With a Conversation

Taking the first step toward a fully integrated financial life is simple. We begin with an open conversation about your complete financial picture — no preparation needed. Your Wealth Coach will guide you through our discovery process, designed to understand every aspect of your financial ecosystem and create a roadmap for your future.

Whether you’re planning for retirement, building wealth, or securing your legacy, your Wealth Coach is here to coordinate it all.

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