Matt’s career began 20 years ago in the US, with a Midwest-based firm, who stressed the importance of building strong, personal relationships and always doing what is right for their clients. This ethos is still very much part of Matt’s business as a Client Director and the Head of the Edinburgh Office. Along with Gerard Wilson, they seek to understand what is important to families and advise them on the management of their multi-generational wealth. Matt is a Chartered Fellow with the CISI and a Chartered Financial Planner. He is married with two sons. When not in the office, he enjoys travelling, food & drink, and the occasional game of golf.
Phone: 0131 524 1275