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 two kids, riding his Cannondale R600 (slowly), playing soccer (poorly), and not cutting the grass.