Matt is a Managing Director and Private Wealth Advisor at Sunpointe Investments, specializing in helping business owners and operators scale up their businesses. With over 16 years of experience in financial planning and investment management, Matt has gained valuable insights into how individuals, businesses, and non-profits can plan and invest in their future. Matt's approach is to connect with his clients on a personal level, understanding their unique stories and creating a customized financial plan that aligns with their goals. Matt’s talent-turned-skill is engaging people on their level. In his words, “Finance may be complex, but it doesn’t have to be complicated. Whether it’s a single person alone, or a big family, or a corporation, non-profit, or any other entity – it always starts by connecting with people first. And people have stories about where they are now, where they’ve been, and where they’re going. It’s our job to listen, apply the math of financial planning and investment management, and then figure out, together, how to strategically keep them moving forward.” Outside of work, Matt has a long-standing interest in all things creativity and culture related. He was born and raised in Pennsylvania, received his undergraduate degree in music from The University of Hartford, and spent 20 years in CT before returning to family (and cheesesteaks) in PA. You can find him with his eyes on a book, his ears in some music, his nose over the stove, his feet on a trail, and his mind on some markets and some markets on his mind.