Matt is a senior portfolio manager and partner at Wealth Dimensions. He is responsible for the firm’s technology stack and oversees all aspects of the portfolio management and trading operations. 

Matt is also at the helm of our client service team, overseeing everything from human resources to workflow optimization. Matt ensures that our approach is always personable, blending technical know-how with a commitment to delivering a unique and personalized experience. 

Prior to joining Wealth Dimensions, Matt ran a high-net-worth trading team for Fidelity Investments. 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. Outside of the office, Matt enjoys traveling, snowboarding, and cheering on Cincinnati’s sports teams alongside his wife, Kristen, and their dog, Ellie.