Matthew is our Client Services Associate, where he provides support to the financial professionals at The Carta Group. Matthew's primary role is to provide analysis and support for initial and ongoing financial plan designs as well as monitoring client asset allocations and providing investment research support. As a Client Services Associate he is also responsible for helping establish new client accounts and generating any ancillary forms for account openings, preparing reports for client meetings, processing client service requests, and tracking client interactions for the Carta Group advisors.
Matthew currently holds his NY State Life & Health insurance license and is currently a Masters of Business Administration candidate at St. John Fisher University's School of Business. Matthew holds a Bachelor of Science in Corporate Finance from St. John Fisher University where he focused on investments, management, and finance. As an undergraduate student, he served as a member of the University's football and lacrosse teams, was a member of the schools Investment Club, a member of the Sustainability Club, and was a founding brother of the University's chapter of Delta Sigma Pi.
Matthew began his financial services career with Bankers life Insurance in 2022, where he was recognized as a Successful New Agent, and made the transition to the Carta Group in January 2023. He is committed to assisting The Carta Group's financial professionals to fulfilling your needs and gathering information so your family can reach your financial goals.
In his free time, he enjoys being outdoors, spending time with friends and family, playing golf, traveling, and attending professional and collegiate sporting events. Born and raised in Syracuse, Matthew currently lives in Onondaga, NY.
At The Carta Group, we are dedicated to helping you:
- Identify your goals
- Analyze your current program
- Develop a comprehensive written financial plan based on sound advice
- Implement that plan
- Update the plan on a regular basis
Best of all, we have never lost sight of one essential element- personal service. The true value of your planning is measured by the service you receive AFTER your plan is implemented.