Matt is a Client Service Associate with Mariner. He works with the operations team to provide efficient solutions to the myriad of operational needs and challenges that advisors encounter.

Prior to joining Mariner in 2022, Matt worked as a Portfolio Management Intern with AdvicePeriod where he assisted advisors with portfolio rebalancing, proposal generation, and balance sheet analysis.

Matt earned a Bachelor’s Degree in Economics from Pomona College where he also played on the football team. A Boston native, he enjoys cheering for the Patriots and Celtics when he is not busy surfing, running, or traveling.