CFP®, CFS®, CIMA®, Partner, Chief Investment Officer
Matt is a partner and the Chief Investment Officer at Apexium Financial LP. Previously, he was a founding partner of Capstone Wealth Management, LLC and served as the firm’s Chief Investment Officer. Prior to founding Capstone, Matt was a managing director at Cowan, one of the largest privately held wealth management firms in the country, where he headed the Investment Management division for his advisory group. He began his investment career in Institutional Equities at Merrill Lynch in New York City and has extensive experience with both traditional and alternative investment strategies.
Matt is a member of the Advisory Council for a publicly traded technology and investment management corporation with more than $1 trillion in assets that provides asset management solutions to 54,000 investment advisors worldwide. Matt is a Certified Financial Planner™, Certified Fund Specialist and a Certified Investment Management AnalystSM earned at The Wharton School at the University of Pennsylvania in association with the Investment Management Consultants Association.
Matt received degrees in Finance and Computer Information Systems and is a member of the Financial Planning Association and Investment Management Consultants Association.