Executive Vice President – Client Services
At Ferris Capital, Matthew is responsible for the management and oversight of all aspects of client service. Under his direction, Ferris Capital clients experience consistent communication, and efficient implementation of the "family office" experience from the moment they engage the firm as their fiduciary. Matthew is also responsible for client relationship management, and retirement planning for clients.
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Prior to joining Ferris Capital, Matthew spent seven years at Merrill Lynch Global Wealth Management, where he served as a Registered Associate. Matthew earned a BA in Pre-law Studies from Hobart & William Smith Colleges in 2007.
Matthew enjoys fishing, hiking, skiing, and spending time with his family.
How Matt Can Help:
Trust & Estate Planning
Wealth Transfer & Legacy Planning
Cash Flow Analysis
Research & Analytics