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Matthew Pelz

Co-chief investment officer, senior advisor, partner, CFP®

Matt grew up in Herkimer, New York, in the foothills of the Adirondacks. Early on he took a liking to organized sports for the camaraderie and competitive spirit. This carried over to college, where he played volleyball for the State University of New York at Buffalo and graduated with a BS in business.

After college, Matt worked in media planning before discovering financial planning and enrolling in the CFP® certification program at Fordham University. He then found the perfect home at Bridgewater, where he’s able to combine his interests in helping people, collaborating with teammates and investing. Outside the office, Matt enjoys spending time with his family, golfing, and learning about wine.