Stock Options and Equity Compensation
Pre- and Post-Liquidity Planning
Corporate Sponsored Plans
Five Star Wealth Manager 2020 – 2022
Matt is a Senior Wealth Advisor and Principal at The Colony Group. He provides comprehensive wealth management and investment advisory services, including financial planning, investment management, and tax planning, to high net worth clients, families, and corporate executives. Matt is a CERTIFIED FINANCIAL PLANNER™ and has been named a “Five Star Wealth Manager” by Boston Magazine for the last three years.
Prior to joining The Colony Group in 2012, Matt worked for Brown Brothers Harriman where he provided accounting services for global mutual funds and international investments.
He earned his Bachelor of Science in Business Administration while concentrating in Finance from Ithaca College. Matt is actively involved with the Michael J. Fox Foundation.
In his spare time, he enjoys traveling, golfing, cooking, and spending time with friends and family.
The Colony Group, an independent, national wealth and business management firm with approximately $20 billion in assets under management, is pleased to announce the promotion of seven new principals:...
For many, in the year of closing of an M&A transaction, a considerable amount of taxable income could be generated from both vested and unvested options, as well as...