Matthew Stack MBA

Matt’s role involves working with clients to formulate financial planning and investment strategies and to monitor progress toward their financial goals.

Professional Designations:

CFP®

Education:

University of Rochester, B.A., Financial Economics and Statistics

Columbia Business School, M.B.A.

What do you value most in your client relationships?

I love to hear about people’s pasts, what is important to them, and where they are headed. Everyone’s life path is unique and it is a rewarding experience to help clients achieve their personal goals and aspirations.

What sparked your interest in financial planning? What fuels you every day in your work?

I transitioned to financial planning as it allowed me to use my finance background in a way that helps others. Hearing from clients the positive impact we have on their lives is what fuels me each and every day.

What do you enjoy most about working at Modera?

The Modera family is truly dedicated to the firm’s mission of making a difference in people’s lives. The firm has experts within each of the financial planning areas and has a collaborative culture that brings that expertise to clients through a team approach.

Let’s Talk

Modera Financial Planning & Wealth Management
56 Jefferson Ave., Westwood, NJ 07675
(201) 768-4600