“Limits, Like Fears, are often just an illusion.” — Michael Jordan
Matthew Newman joined HPA as Vice President and Senior Financial Advisor. Matthew utilizes a comprehensive financial planning approach to meet the needs and objectives of both our institutional and high net worth clients. Beginning with a thorough investigation of the clients current financial positioning, Matthew will then leverage the expertise of the HPA team to develop a comprehensive plan and deliver sophisticated investment solutions that meet the client’s objectives.
He brings with him over a decade of experience; most recently Matthew was a Wealth Manager at WNY Asset Management in Buffalo, NY. Matthew was actively involved in the firms Financial Planning Committee as well as the Investment Selection Committee, that was responsible for external manager selection, fund evaluation, and portfolio construction.
During Matthew’s tenure at WNY Asset Management he earned the CERTIFIED FINANCIAL PLANNER™ designation. Prior to working at WNY Asset Management, Matthew was a Financial Consultant at Manning & Napier in Rochester, NY where he was responsible for Institutional and high net worth financial planning efforts as well external manager analytics and consulting.
Matthew attended Saint John Fisher College in Rochester, NY where he Graduated with a B.S. in Finance and a Minor in Economics from the Bittner School of Business and was also team captain of the Men’s Basketball team. Matthew lives in Buffalo with his wife Sadie and son Theodore and enjoys spending family time in the Finger Lakes.
Call (585) 485-0135 to discuss how a factor-based approach could pay off for you.