Matt Giller
Vice President, Wealth Advisor
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Areas of Expertise
Tax Strategies
Estate Planning
Asset Allocation
Retirement Planning
Life Insurance
Qualifications & Experience
- BA International Studies, Washington College
- 25+ years serving the sophisticated needs of institutions and affluent families
New York, NY
Media
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Words to Live By
The best time to plant a tree was 20 years ago. The second best time is now.
Chinese Proverb
Client Experience Professionals
Team Members
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About
Matt has spent the most recent 5 years of his career serving successful families, individuals, and companies – providing financial planning, wealth management, and insurance strategies. He previously spent nearly 25 years on Wall Street in roles spanning equity trading, venture capital, and investment banking.
Matt graduated from Washington College with a BA in International Studies. He is based in Wilton, CT, with his wife, Catherine, and their 4 children, Robby, Isabelle, Matthew and Allie. Matt enjoys golf and spending time with the family, and he remains a long-suffering Jets and Mets fan.