Matthew joined Clear Harbor in 2016. At Clear Harbor, Matthew is responsible for working collaboratively with high net worth individuals and corporate clients of the firm. With individual clients, Matthew provides comprehensive estate, asset allocation, and wealth management strategies. Matthew brings over 17 years of financial services experience to the firm. Prior to joining Clear Harbor he was a Managing Director with Stifel Financial’s Distressed Desk specializing in special situations and credit related equities. He spent time at Wells Fargo Advisors private client group, managing and constructing client portfolios and assisting with their wealth management needs. Matthew also spent 13 years at Knight Trading Group where he was an institutional equity trader specializing in special situations and micro-cap equities and serving the firm’s retail and institutional client base.
Matthew holds a Master of Science in Financial Planning from the Bentley University Graduate School of Business and holds a Bachelor of Science in Business Management from Providence College. He is a Certified Financial Planner™ practitioner as well as a Certified Investment Management Analyst® professional, a certification administered by Investments & Wealth Institute™ and taught in conjunction with The Wharton School, University of Pennsylvania. He is a member of the Investment Management Consultants Association®.
Corina joined the KEEN NY family in 2013 as a BK basketball volunteer. The Coaches Committee quickly adopted her as one of their own and thus began her passionate love affair with the community. In 2017, Corina led the inaugural yoga program and also joined the KEEN NY Associate Board. Through the Associate Board, she planned several fundraisers, including the widely popular KEEN on Comedy show. As an active member of the Coaches Committee, she regularly leads the BK yoga program and also helps facilitate other programs.
Outside of KEEN, she spends her free time working in the exhilarating world of structured finance. She is often seen in the company of a finicky Shih-Tzu and a very muscular boyfriend who didn't help write this.
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KEEN New York, LLC is an affiliate of KEENusa, a national, non-profit 501(c)3 organization with additional affiliates operating in Chicago, Greater Washington DC, Los Angeles, San Francisco, and St. Louis
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