Wealth Advisor

TelemusCapital_050-Matt

A Wealth Advisor at Telemus Capital, Matt assists the firm’s Senior Relationship Managers in managing client relationships. In this role he helps in preparing client investment proposals, constructing client investment portfolios, producing client performance reports, developing financial plans and participating in client meetings.  Matt is responsible for overseeing our client relationship management software and also manages Telemus’ social media efforts.

Prior to joining Telemus, Matt interned at Pali Capital in New York.  He attended the University of Southern California and graduated from Wayne State University where he received his Bachelor of Arts in economics.  He is currently an Executive Board Member of the Jewish Federation of Metro Detroit NEXTGen Division and on the Board of Michigan ORT.  Matt is a huge sports fan with hobbies including tennis, basketball and golf