Associate Wealth Advisor
As an associate wealth advisor, Matthew works with senior wealth advisors to provide financial planning and investment management to high-net-worth individuals, families, foundations, endowments and retirement plans.
Prior to joining RiverPoint, Matthew was a commercial underwriter at First Financial Bank working in commercial lending. His responsibilities included financial analysis and risk assessment for the commercial credit portfolio and delivering loan presentations. Previously he completed an internship for Oxford Financial Group, Ltd., where he gained experience in generational estate planning and forward-thinking investment strategies.
Matthew earned a Bachelor of Business Administration in finance, with a minor in economics, from the University of Kentucky. As a student, he was an active member of the Financial Management Association. He is an outdoor enthusiast who enjoys playing golf, saltwater fishing and traveling.