Matt is a client services associate with Wealth Dimensions. He oversees the onboarding process for all new clients and money movement activities. He’s also responsible for several of the firm’s technology platforms, including its portfolio management system and CRM.
Prior to joining Wealth Dimensions, Matt ran a high-net-worth trading team for Fidelity Investments. In this capacity he managed a group of 20 representatives, while supporting several hundred others nationwide. He also held various positions at Fidelity that focused on the strategic management of data to support the delivery of an optimal client experience.
Matt is a graduate of Wright State University, where he earned a BS in financial services. He and his wife, Kristen, live in Cincinnati with their dog, Ellie. Outside of work, Matt enjoys traveling, snowboarding, and attending Cincinnati sporting events.