TEAM
Matt M.
Matt is a seasoned finance professional with extensive experience in financial planning and analysis, private equity, and strategic growth initiatives. Previously, Matt served as Director of Financial Planning and Analysis at a leading dental service organization, where he oversaw budgeting, board reporting, and M&A evaluations for a multi-location enterprise generating over $150 million in annual revenue. Additionally, Matt is an equity investor in a nationwide healthcare services business licensed across all 50 states as well as several other investments in funds he has relationships with.
In prior roles, Matt has demonstrated a strong track record of driving financial efficiency and supporting growth. As a Senior Financial Analyst, Matt developed standardized KPIs, managed multi-million-dollar budgets, and led the implementation of advanced forecasting tools. In a family office, Matt contributed to complex transactions exceeding $1 billion, including the sale of core assets to a global investment manager and the active management of diversified investment portfolios.
In his free time he is an avid sports enthusiast, closely following and watching Real Madrid as well as all Philadelphia professional sports teams, particularly the 76ers and the Eagles. He also cherishes spending quality time with his wife, Korinna, and dog, Bert. Exploring new dining spots and experiencing diverse cultural foods is another passion of his, always seeking new flavors and culinary adventures.