Matthew Santangelo is an accomplished financial professional with extensive experience in fiduciary law, gift and estate taxation, financial planning, and investment management. He has studied at Northwestern University and Skidmore College, where he earned a diploma in college prep and a Bachelor of Arts in Government, respectively. Santangelo has held various positions in the finance industry, including Regional Head of Client Strategies at BNY Mellon, Senior Wealth Strategist at Northern Trust, and Senior Trust & Estate Specialist at Merrill Lynch. He was also a Surface Warfare Officer for the United States Navy.

As an expert in financial planning and wealth management, Santangelo has proven himself to be a valuable asset to every company he has worked with. He is known for his attention to detail and his ability to create innovative solutions that meet his clients' unique needs.