Matthew plays a key role in Heritage’s investment management strategy, bringing deep curiosity and precision to manager due diligence, security analysis, and asset class research. He leads individual company research for portfolio holdings and supports the team in stewarding thoughtful, long-term investment strategies on behalf of our clients.

Matthew first joined Heritage as an intern, gaining experience across multiple facets of the firm throughout his college career. Since then, he has grown alongside the team, contributing to firm’s mission of building legacies that last.

He earned his B.S. in Business Administration with a concentration in Finance from North Carolina State University and is a Level III candidate in the CFA program.

Matthew resides in Pittsburgh, PA, and enjoys traveling, golfing, and playing lacrosse.