As a seasoned professional in the financial services sector, Matt has held senior positions across sales, marketing, and product development, making significant contributions to the success of Fortune 500 firms such as PaineWebber (now UBS), Manulife, Prudential, and Legg Mason (now Franklin Templeton). After his tenure at Legg Mason, he co-founded Atom Analytics, LLC (now Broadridge’s Distribution Insight) to assist asset managers in better leveraging data to sharpen their distribution efforts and improve outcomes. Within five years, this unit’s revenue grew to become a multi-million dollar contributor to Broadridge’s business division results.
Matt's latest venture is totumai, an AI-driven communication tool for the financial services industry designed to enhance relationships between firms and their clients. In his spare time, Matt enjoys writing. He recently published his first book, Into the Sun, a historical fiction novel set during World War II.