
New York, NY
Senior Associate Advisor
Matt is a Senior Associate Advisor for Compound based in New York. He has over 4 years of experience working in private banking with high-net-worth and ultra-high-net-worth clients, specializing in portfolio construction, asset allocation, and asset selection. Prior to Compound, he spent time at UBS where he advised HNW and UHNW clients on portfolio construction and asset allocation and hedge fund and private equity financing at UBS, building expertise at the intersection of capital markets, private markets, and financing. A former U.S. Army Signals Intelligence Analyst within Army Special Operations, he brings a proven track record of lea...
Experience
UBS
3 years
Intralinks
1 year
US Army
4 years
Qualifications
Monmouth University
Business Administration
Cornell University
MBA
Series 63
FINRA
Series 66
FINRA
Specialities
Investment management
Public equities
Fixed income
Alternative investments
Asset allocation
Business owners
Executives, Founders
Professionals
Tech employees
