Stock Options and Equity Compensation
Matthew is a Senior Wealth Advisor and Principal at The Colony Group, providing financial counseling and investment advice to high-net-worth individuals and families. Matthew is a CERTIFIED FINANCIAL PLANNER™ professional with 15 years of experience.
Matthew worked as a Wealth Advisor for Blue Water Advisors which merged with The Colony Group in early 2018. Previously, he worked as a Director with Joel Isaacson & Co., LLC advising clients in the areas of income tax, investments, estate planning, corporate benefits and retirement. Prior experience also includes working as a Wealth Strategist at BNY Mellon Wealth Management and as a Senior Financial Planner at The Ayco Company, a Goldman Sachs subsidiary.
Matthew received his Bachelor of Science in Mathematics and MBA in Finance from Union College and an MS in Taxation from the Zicklin School of Business.
In his spare time, Matthew enjoys running, reading, cooking, and spending time with his wife and two young boys.
As appeared in WealthManagement.com. With many charities struggling to raise funds and meet expanding demand during the pandemic, philanthropy, a term that literally means “love of humankind,” has become...
“...using appreciated securities held longer than one year can provide an additional tax benefit. Assuming you itemize deductions, you will receive a tax deduction of the fair market value of the security. In addition, you don’t have to pay tax on the appreciation above your cost basis [the amount they paid for the security],” says Matthew Rapoport.