Who We Are

As a financial advisor, Matt has spent his entire career advising families on personal financial matters including tax efficient investing, alternative investments, lending strategies, trust and estate planning needs. Matt’s practice is focused on current and former business owners, financial professionals as well as endowments and foundations. Prior to joining Janney, Matt worked at Merrill Private Wealth Management as a Private Wealth Manager and Senior Vice President. In addition to his time at Merrill, Matt was an advisor at J.P. Morgan’s Private Bank.

Matt earned his bachelor’s degree at Indiana University’s Kelley School of Business and holds his Series 7 and 63 FINRA registrations. Matt earned his MBA from the University of Chicago Booth School of Business and serves on the Associate Board of the Daniel Murphy Scholarship Foundation in Chicago.

Matt is married with three young children and lives in Lake Bluff, IL. He and his wife love to travel. They stay busy with their children’s activities such as gymnastics, swimming and music.

As a Private Client Associate, Ellen is responsible for managing all aspects of the daily business operations for Janney’s Chicago Office and serves as the first line of contact for our clients. Ellen prides herself on customer care and putting the client first. Her goal is to help build and strengthen the team as well as develop relationships with each client to provide a level of service that goes beyond the clients’ expectations. Prior to joining Janney, worked in sales positions in the hospitality and beverage industry. 

Ellen is a graduate of the University of Dayton, where she majored in Communications with a minor in Marketing. Outside of the office, she enjoys spending her time cooking, golfing, biking, skiing, and enjoying the outdoors.