Director of Operations

About Matt

Matt has been the Director of Operations for Sterling Investment Advisors, Ltd. since 2007 when they acquired Preswick Capital Management, LLC, where he held a similar position. After graduating from the Pennsylvania State University, he began his career at the Greater Philadelphia Chamber of Commerce, where he worked in the public policy department, advocating for the Philadelphia region’s businesses.
 

His current responsibilities include portfolio accounting, trading, reporting, asset allocation and insurance/annuity analysis for the firm’s investment advisory clients. Matt also utilizes eMoney’s Wealth Management system to create detailed financial plans for clients, while working with the Sterling team to review and implement the strategies formulated during the course of the planning process.  He also has an active role in Sterling’s compliance efforts.
 

Matt is a licensed life, health and variable insurance agent. He is a commissioned Notary Public and holds the Certified Portfolio Manager designation. Matt has authored and contributed to dozens of articles, which have been published in several outlets including Worth Magazine and MarketWatch.com.