Matt joined AIS in 2025. He received a BA in Psychology and minor in Finance from the State University of New York at Plattsburgh and an MBA with a focus on Taxation from the State University of Albany’s Massry School of Business.  

Prior to joining AIS, Matt was an investment adviser representative of Cetera Investment Advisers, LLC and a non-registered associate of Cetera Financial Specialists LLC. Concurrently, he was a registered representative of Hedley Kobylar Wealth Management, and provided tax preparation services for its affiliate, Hedley & Co. PLLC. Matt’s experience also includes roles as a Senior Financial Analyst and Senior Financial Planner at Goldman Sachs Ayco.

Matt enjoys live music, golfing, skiing, cooking and following the Boston Celtics.