Matt graduated from Bard College in 1991 with a
major in American History and is actively involved
in their alumni association. He began his career at
a large media company in New York and spent six
years in various relationship management positions.
Matt joined Winged Keel in 1997 as an Associate
and was responsible for managing client
engagements through the three phases of the
insurance acquisition process; Design,
Underwriting, and Client Service. Matt
developed a technical expertise in each of these
areas and later became responsible for the
management of Winged Keel's Private Client
Group. Matt became a Principal of Winged Keel
in 2003 and is primarily focused on insurance
planning for high net worth individuals and
families.
Matt has been a featured speaker at Columbia
Business School as well as several
industry meetings. He is a member of the
Association for Advanced Life Underwriting (AALU),
National Association of Insurance and Financial
Advisors (NAIFA).
Matt is married with two young children and
lives in New Rochelle, New York. Matt enjoys
ice hockey, golf, and tennis in his spare time.
