Wealth Management Assistant
As Alcove’s Wealth Management Assistant, Matthew ensures clients have the information they need to evaluate their portfolios and reach their goals. He prepares client financial reviews and portfolio proposals, assists in investment selection and strategy, and provides support in the development of financial plans.
Matthew attained his bachelor’s degree with a double major in finance and entrepreneurial studies from the University of New Hampshire. While enrolled, Matthew started a financial literacy program to educate college students on saving and investing for the future. In addition, he participated in various financial internships and was one of only 17 students selected to participate in the school’s Idea and Innovation Society internship.
Matthew also played junior hockey before college in New Jersey. His favorite professional hockey team is the Washington Capitals. He enjoys playing golf, watching movies, and going to professional sporting events. Matthew lives in Montgomery, NJ with his mom and two French bulldogs, Ovi and Gretzky.
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Based in Princeton, NJ, helping individuals and multi-generational families plan for their future.
500 College Road East
Princeton, NJ 08540
(609) 917-7550 (office)
(609) 917-7551 (fax)
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