Advisor Profile

Matthew is an Associate based in the Mishawaka, IN office where he supports clients and advisors. Leveraging a strong foundation in investment operations, he plays a pivotal role in delivering exceptional client service, optimizing investment workflows, and managing the team’s daily activities to ensure seamless execution. Matthew has strong analytical training in portfolio evaluation, financial modeling, and investment research. He can translate market data, valuation metrics, and economic trends into actionable recommendations. 

Prior to joining Choreo, Matthew was a Financial Analyst Intern at Hollister, Inc. where he developed 5-year financial forecasts for 21 international business units using historical performance, macroeconomic assumptions, and strategic growth drivers as well as prepared mid-year budget performance and outlook presentations for leadership to support decision-making. 

Outside of work, Matthew enjoys spending time with my family and friends as well as golfing and taking trips to Chicago. He has a passion for baseball so he gives hitting lessons in his community and likes to attend Cubs games when he can.

EDUCATION

• BBA in Finance, Minor in Economics; Dominican University, Brennan School of Business