Senior Portfolio Manager
Matt’s financial services career with The First began as a summer teller while he was in college; he was drawn to the community banking environment and the value-oriented relationships developed with clients and employees. Upon graduation, he accepted a full-time position in our commercial Management Training program and, after 18 months, moved over to our Wealth Management Group. A Senior Portfolio Manager, Matt specializes in financial and retirement planning, and strategic portfolio construction. With a client-centered approach, he embraces the challenges of the ever-changing field of financial planning.
Matt holds a B.A. in Economics from Boston College and is currently studying to be a CERTIFIED FINANCIAL PLANNER™ professional. Active in the community, Matt is involved in The First’s Free Shred Event, the March of Dimes, and the Middletown Grange Fair. An avid Philadelphia sports fan, Matt enjoys running and spending time with his family.