Matthew B. Libien, CFP
First Vice President - Investment Officer
Managing Director - Investments
Experience
With over 20 years of experience in financial services, Matt is dedicated to helping individuals meet their financial needs by developing investment plans around their long term goals and rick tolerance. Matt's extensive experience - throughout major shifts in markets - enables him to help his clients structure balanced portfolios to address their specific financial goals.
Career and Education
Matt began his financial services career as a Financial Advisor with PaineWebber. In 2001, he joined Smith Barney, where he worked for 7 years. He then moved his practice to Wells Fargo Advisors in Paramus. Matt earned a Bachelor's degree in Finance from Boston University.
Community
Committed to helping his community, Matt is active in Rotary, The UJA Federation, and is a Lifetime Member of The National Eagle Scout Association. Matt is also a Board Member of The Community Chest of Eastern Bergen County. Away from the office, Matt enjoys playing golf and spending time with friends and family. He and his wife, Evy, live in Tenafly with their three children, Ethan, Nathaniel, and Jack.
California Insurance License Number 0C25216.
NMLS ID: 320392