Matt Reznik, CPA, MBA, CFP®, CFA®

Partner & Wealth Advisor

Matt Reznik lends a steady hand to his clients’ investment decisions. His even-keeled manner helps them stay focused on the things they can control—such as their spending and savings—rather than on the fluctuations of the market.

Matt enjoys helping clients navigate today’s complex investment environment while staying focused on their goals. The firm’s comprehensive approach to financial planning and independent approach to investment management allows him to do just that. “Knowing you’re sitting on the same side of the table as the client makes you feel great about what you do. If our clients succeed, we succeed.”

As a member of the Investment Committee, Matt helps set the firm’s investment strategy and he mentors staff members who produce the research upon which those investment decisions are made. Another key part of Matt’s role is educating clients through monthly updates on market trends, portfolio changes, and planning opportunities.

Matt’s frequent international travel (he’s visited six of the seven continents) gives him greater insight into how the global environment affects his clients’ portfolios. “We can’t live in a vacuum anymore. We have to be aware of what’s going on in the world.”

Matt earned a BS in Finance and Accounting from the University of Pennsylvania and an MBA with concentrations in Finance and Strategic Management from The University of Chicago Booth School of Business. Matt has earned Certified Public Accountant, CERTIFIED FINANCIAL PLANNER™ practitioner, and Chartered Financial Analyst® designations. While the CFP® professional focuses on the breadth of financial planning topics, the CFA® charterholder demonstrates a depth of investment knowledge.

For an advisor who is genuinely committed to helping you live the full life you desire, call Matt.


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