As the Director of Operations at WealthCrossing, Matt focuses on operational strategy, execution, and the integration of the back-office functionality to strengthen the foundation upon which our advisors deliver our top-tier client experience. He specializes in processes, technology, and technology integration. Matt especially enjoys finding ways to make being a WealthCrossing client easier and more enjoyable. He loves seeing the life-changing impact along with the comfort that a solid financial partner can bring.
Before joining WealthCrossing, Matt’s role as Chief Strategy Officer was instrumental in the launch of Triad Wealth Partners, a platform that services 60 independent wealth advisory firms across the nation. His leadership skills were further honed at Mariner Wealth Advisors, one of the largest RIA’s in the country, where he led their advisor solutions teams. This, along with his 12-year tenure in leadership roles at Tortoise Capital, a rapidly growing, PE-backed asset manager, has shaped his career in the financial industry.
Matt is a certified financial analyst (CFA) who graduated with a Master’s in Business Administration from the University of Notre Dame after completing his undergraduate degree at Missouri State University. He is an avid baseball fan, having played collegiately at Notre Dame and Missouri State. Passionate about his community, Matt serves on two non-profit boards focusing on addiction and mental health. A dedicated family man, he regularly attends sporting events or dance competitions, supporting one of his four children.
