As the Relationship Manager for CFO Services, Matt provides oversight of accounting services and serves as a liaison between clients, family office personnel, external service providers, and regulatory authorities regarding client business dealings and related tax processing.
Before joining Pitcairn, Matt was a director of financial reporting & analytics in the Emerald Family Office & Advisory at Wilmington Trust Company. He provided a top-level financial governance infrastructure view to proactively identify planning and other opportunities to improve his clients’ financial situations. Prior to that role, Matt was an accounting & tax manager as well as a wealth relationship manager at Wilmington Trust.
Matt earned a Bachelor of Arts in Business Administration from Franklin & Marshall College. He is a Certified Public Accountant (CPA), and he also holds the designation of CERTIFIED FINANCIAL PLANNER™ (CFP). Additionally, he is a member of the Pennsylvania Institute of Certified Public Accountants and the Financial Planning Association.
On the weekends, Matt enjoys spending time outdoors with his wife, Jess, and their three daughters. He is always eager to escape to anywhere with a beach, usually the Jersey Shore. Matt also enjoys playing golf and traveling. He hopes to visit Hawaii and various places in Europe in the future.
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