Matt is a senior portfolio manager with Wealth Dimensions. He is responsible for several of the firm’s technology platforms and oversees all aspects of portfolio management, tax reporting, and trading.
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.