Matthew J. Gilbert

Client Service Associate
Office: Morristown, NJ
Phone: 973.755.4168
Email:

Matt is a Client Service Associate in Cary Street Partners’ Morristown office where he supports Financial Advisors and their clients. He is responsible for administrative duties and assists in all areas of client service including opening new accounts, movement of funds, and account maintenance.

Experience:

  • Training Financial Advisor, UBS Financial Services
  • GroupM – Mediacom, Senior Programmatic Associate

Education/Certifications:

  • Fairfield University, Finance