Prior to founding Pallas Partners in 2007, Matthew was with JPMorgan as Managing Director of Private Client Services. He was responsible for overall management of the Kentucky and Tennessee markets including recruiting, budget, strategic partnerships, branding, marketing, and daily operations. Prior to JPMorgan Matthew was with Todd Investment Advisors as Senior Vice President and Director of Business Development and Client Service where he was responsible for creation, oversight, and execution of the strategic business development plan.
He and his family relocated to Louisville from Connecticut where he was the Founder and CEO of Mercury Wealth Management a multi-branch OSJ, which was sold to a private entity. Prior to Mercury, he founded eTrustco, a technology based trust company which he sold to a publicly traded company and remained with, as President and COO. Matt began his Wall Street career in 1984 and during the bulk of his career worked as a Senior Investment Consultant to corporations, government entities, foundations and endowments. A well-known industry leader, his Wall Street leadership positions included affiliations with Prudential, Solomon Smith Barney, and Drexel Burnham Lambert.
Matthew is a graduate of Hobart College with a BA in economics and political science and holds an MBA from the University of Connecticut. Matt attended the University of Pennsylvania’s Wharton School of Business and through them received the Certified Investment Management Analyst (CIMA) designation. Elected to “Who’s Who” of investment consulting in 1999 he is a well-known national speaker and has spoken at multiple national conferences on current issues facing corporate management. His published work has appeared in Business First, National Cities, The Hartford Courant and The Hartford Business Journal among others. He also hosted a weekly radio show on finance from 1992 – 1998.
Matt currently maintains corporate board seats and is President of the Association for Corporate Growth KY Chapter. He has served on several non-profit boards including the American Heart Association and Metro United Way.