As part of the Kelly Group, Matt focuses on providing clients with institutional-caliber tailored investment solutions, customized financial strategies, and first-rate client service. More specifically, Matt strives to optimize both the asset and credit side of a client’s balance sheet. He does this by assisting in the areas of investment management, retirement, tax minimization, wealth transfer and legacy planning strategies. Matt works primarily with clients who often face complex financial issues: high net worth families, executives, attorneys, and successful business owners.
Matt joined Harbor Investment Advisory in 2011. Previously, Matt was an Associate at Deutsche Bank Securities where he began his career in their Private Wealth Management Analyst program in London and New York. Matt Graduated from Vanderbilt University with a Bachelor of Science degree.
Matt currently sits on the Board of Trustees at the Hearing and Speech Agency, a non-profit organization that provides hearing and speech services to Maryland’s children and adults. He is also active in the community at the Calvert and Gilman Schools.