Matthew H Foster, JD, CFP®

Senior Wealth Advisor

FOCUS AREA

Investment Strategies
Multi-Generational Planning
Estate Planning

CLIENT SPECIALTY

Executives
Business Owners
Family Enterprise

COMMUNITY

Estate Planning Council of Westchester (Member)

Matthew (Matt) Foster is a Senior Wealth Advisor at The Colony Group, where he is responsible for providing clients with high-level financial planning and investment management services. Matt specializes in understanding client goals and implementing comprehensive solutions to meet their complex financial needs.

Prior to joining Colony, Matt was a Senior Client Relationship Manager at a prestigious multi-family office, where he managed the coordinated delivery of wealth management services to clients. Matt is a former Vice President, Client Advisor at Bessemer Trust Company where he spent six years focusing on financial, estate and philanthropic planning.

Earlier in his career, Matt served as an in-house attorney at Perry Ellis International and Editorial Assistant at The Boston Globe.

Matt received his BA from Northeastern University, JD / MBA from the University of Miami and is admitted to practice law in the states of California and Florida. He is a member of the Estate Planning Council of Westchester and is also a Certified Financial Planner™.