Senior Client Service Advisor
Matt is responsible for scheduling and preparing annual reviews for clients, preparing client paperwork, including new account and transfer forms, and acting as a liaison between the firm’s wealth management team and the custodians’ client service departments.
What do you enjoy most about working at Modera?
The people. The feeling of everyone coming in to work and being genuinely happy to be here makes this firm special.
What has been a particularly rewarding moment in your career?
When I was at a previous employer, the advisor on my team left the firm after 20+ years and his largest client told my manager that they would keep their relationship with our firm if I continued to be their point of contact for day-to-day operations. I had only been working with them for about 9 months, so to hear that I had built that level of trust and confidence into our relationship was an amazing feeling.
When you’re not working, you’re…?
Golfing. I began playing when I was 12 and have only become more and more passionate about the game since then.
Where did you grow up? Where do you live now?
I grew up in Dresher, PA. My parents still live in my childhood home there. Now I live in downtown Philadelphia with my fiancé.
What’s a destination in the world that you aspire to visit?
Pebble Beach, California
How do you caffeinate?
Coffee, preferably cold brew, with extra ice.