Matt Cavalier

Matt Cavalier

Client Relationship Manager

Throughout his career, Matt has serviced high-net-worth clients at Fortune 500 companies utilizing a holistic approach catered to their individual needs. He has advised clients and their families in areas such as investments, income tax, company benefits, estate planning, and cash flow / retirement planning. Matt prioritizes the client experience by delivering a personable and professional approach to each interaction to help ensure the most optimal outcome possible. He continuously seeks to expand his knowledge in financial planning to address the evolving industry and challenges that clients and their families will face.

 Matt lives in Westchester with his fiancée Joanna. In his spare time, he enjoys spending time with his family and friends, playing tennis, and reading history.