Matthew U. Email & Phone Number

As a MBA Graduate of Cornell Johnson Graduate School of Management, Matthew is an experienced Executive in Family Business Planning and Management, Operations Analysis and Investment Finance. Matthew also has extensive consulting experience, and is currently acquiring businesses with Apollo Legacy Partners.He's managed hundreds of millions in private assets as a wealth advisor with over a decade of experience in the financial services industry. Founder of an independent registered investment advisory firm (RIA), he's a proven leader who can effectively and confidently manage a team through times of great uncertainty as demonstrated in the 2020 and 2022 bear markets, and the numerous capital markets corrections since 2012. With a vast understanding, proven track record and a steady hand in capital markets forecasting and research, Matthew has managed client assets for individuals, families and small businesses, as well as consulted for small business throughout major growth and expansionary periods.Additionally, Matthew is deeply involved in philanthropy. From supporting a team of cyclists of the PMC and fundraising nearly $1M+ for cancer research, to the founding of a Fellowship at Cornell University to help underrepresented communities, to mentoring inner-city high school students in economic policy, Matthew cares deeply about giving back and improving the greater community beyond the board room.

Listed skills include Investment Analysis, Financial Modeling, Financial Analysis, Dcf Valuation, and 20 others.