Experience and Education
Matthew provides wealth advice and investment management to high-net-worth individuals, families, foundations, endowments and retirement plans.
Prior to joining Mariner Wealth Advisors, he 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 investment strategies.
Matthew has a Bachelor of Business Administration in finance with a minor in economics from the University of Kentucky.
Matthew is a Young Ambassador for The First Tee of Greater Cincinnati and Northern Kentucky, leading efforts to create awareness and grow support for golf. He is on the planning committee for The Karen Wellington Foundation’s (KWF) annual golf event. KWF supports women and families living with breast cancer by sending them on special vacations and other fun-focused activities. He is an outdoor enthusiast who enjoys playing golf, saltwater fishing and traveling.