Matt initially joined JFL as part of its internship program in 2016 and assumed a full-time role after graduating from Ramapo College with a BA in Finance in 2018. Matt earned his CFP® certification in 2020 and works closely with JFL clients to develop and evolve their financial plans to meet their retirement goals. He is also part of the investment team, analyzing model performance as well as individual client’s portfolio performance. Matt oversees client training of JFL’s technology platforms, including our retirement planning tool, mobile app and account aggregation.
Matt lives in Madison, New Jersey and is an active participant in the local men’s recreational baseball team.