Matt's primary responsibility for Cardinal is Client Service and secondary responsibility is Research.

Matt joined the Cardinal team from Transcend Financial Advisors, where he performed turnaround and M&A consulting for small and large clients. Previously, he worked in financial consulting and valuation for Deloitte and in finance for Procter & Gamble.

Matt holds a B.A. in Sociology from Wake Forest University and an MBA from the Fuqua School of Business at Duke University. He received his CFA Charter in 2001.

Matt enjoys spending time with his wife and three kids, reading, riding his bike, coming in last in cyclocross and criterium races, playing soccer, and avoiding housework like the plague. Matt is on the Board of Regional Growth Capital (a high-risk, community-development fund).