As Founder and Managing Partner of Boulevard Family Wealth, Matt brings more than 20 years of experience servicing the ultra-high net worth marketplace. His focus is marshaling all of the integral resources and providing the highest level of service needed to properly structure a multi-family office platform. Matt began his career at Morgan Stanley before moving to Smith Barney Citigroup where he was one of the original members of the Citi Family Office. After 12 years there he moved to the Merrill Lynch Private Bank and Investment Group. Matt made the decision to take our business independent in order to truly offer best-in-class.
As independent advisors grow their practices and increase the sophistication of their offerings, the importance of specialty partnerships is critical. Dynasty is constantly building on its strategic partnerships to ensure its member firms, and their clients, get the best products and services available.
Dynasty Financial Partners’ New Partnership with Boulevard Insurance Underlines Growing Sophistication of RIAs