Matt recently joined Citi Private Bank as managing director and regional market manager for its northern California region. Matt began his career practicing law in New York City, where he was a partner at the firm of Donovan Leisure Newton & Irvine. He has led wealth planning teams at firms including Lehman Brothers, Barclays Capital, and Wells Fargo, and between 2016 and 2022 was the regional managing director for the Wells Fargo Private Bank in San Francisco. Matt has published a number of articles on tax and wealth planning topics and has often appeared as a speaker. Matt graduated cum laude from Princeton University and was a note editor on the Stanford Law Review.

Faculty Member’s Sessions