Meet Your Team

I serve as a Managing Director – Investments and Private Wealth Financial Advisor at Wells Fargo Advisors. I draw on more than 27 years of experience to help guide clients in making informed, confident decisions about their financial future.

With a background in engineering, I bring a methodical, data-driven approach to wealth management—applying rigorous analysis and disciplined problem-solving to navigate complex financial challenges and delivering clear, actionable strategies. My personal dedication and work ethic set me apart—I treat each client’s goals with the same care, attention, and commitment that I give to my own. With deep expertise in equities research, trading, and corporate and investment banking, I take a holistic view of your financial picture, designing strategies tailored to your needs and aspirations.

I work closely with corporate executives, physicians, business owners, and multi-generational families across the country—developing custom investment portfolios that reflect my logical mindset and long-term perspective. I believe exceptional wealth management is built on trust, integrity, and meaningful relationships. I take the time to understand not just you, but also your spouse, children, and extended family—often bringing everyone together for essential planning conversations. Whether meeting in my office or a more convenient setting, I work to ensure discussions about wealth are always personal, thoughtful, and productive.

As a CFA charterholder, I am committed to the highest standards of investment expertise and ethical conduct, which form the foundation of my disciplined, transparent approach to managing client portfolios. My comprehensive wealth management approach includes sophisticated strategies in estate planning, tax efficiency, philanthropic giving, and family governance, and alternative investments such as private equity —helping to ensure that wealth is preserved, grown, and purposefully transferred across generations.

I earned my bachelor's degree in Engineering from PSG College of Technology in 1997, followed by an MBA in Finance from Temple University in 2006—and earned my Chartered Financial Analyst^® (CFA^®) designation in 2007. After gaining experience in trading systems, corporate and investment banking and equity research, I transitioned to wealth management in 2009, working with Morgan Stanley and Merrill Lynch before joining Wells Fargo Advisors in 2025.  This move allows me to better serve clients with complex financial needs by leveraging the firm’s robust platform, deep resources, and specialized tools to deliver comprehensive, customized strategies and long-term support.

Outside the office, I’m committed to giving back and actively support UNICEF’s mission to improve the lives of children around the world. I live in Newtown, Pennsylvania, with my wife and our two children. A passionate traveler who has explored over 50 countries, I’ve developed a strong appreciation for cultural exchange and global perspectives. I also enjoy biking, reading, and cheering on my kids at their sporting events. Fluent in Spanish and conversational in Portuguese, I value opportunities to build meaningful connections across cultures.

I joined Wells Fargo Advisors after having spent four years at Raymond James, servicing high-net-worth clients. I have more than 25 years of collective experience working on both the Philadelphia and American Stock Exchanges for Susquehanna Investment Group, Cowen & Co. and Jefferies.

I attended Drexel University for Fashion Merchandising/Business Management and The New York Institute of Finance for market-related classes. I hold the FINRA Series 7 and 63 registrations.

In my spare time, I like to work out at the gym with my daughter and take my dog on long walks in Valley Forge Park. I am a native of Philadelphia and currently reside in Berwyn, PA, with my family.

Matt is a Senior Wealth Strategist with Wells Fargo Bank’s Wealth & Investment Management located in Summit, New Jersey with more than 15 years of experience in financial services. Matt is part of a national team that works locally with ultra-high net worth clients collaborating with their advisors to review, develop, and consult on wealth transfer plans including legacy, philanthropic, business succession, and estates. Specifically, he works with advisors and their clients to gain a deeper understanding of each client’s goals and objectives, review and discuss their current plan and identify additional strategies or modifications that could enhance the likelihood of meeting the client’s goals.

Matt earned his bachelor’s degree in Economics and Business from Lafayette College and his master’s degree in Taxation from Villanova University. Matt holds the CERTIFIED FINANCIAL PLANNER^® designation.

Matt is an active member of the Estate Planning Council of Northern New Jersey.

Matt and his wife Marisa have four boys – Liam, Charlie, George and Thomas. In his free time, Matt enjoys being active outdoors, playing with his children and golfing with friends.

Wells Fargo Wealth & Investment Management offers financial products and services through affiliates of Wells Fargo & Company. Bank products and services are offered through Wells Fargo Bank, N.A.

Stephen Williams is a Lead Alternative Investment Consultant for WIM Alternative Investments Products, and is based in New York City. He advises on alternative products including private equity, private debt, private real estate, hedge funds and other private placement offerings that can complement traditional investment portfolios.

Stephen has over 20 years’ experience with alternative investments and joined Wells Fargo from a start-up firm providing access to private equity investments. Prior to this he was in senior commercial roles with global alternatives managers BlueCrest and Chenavari. Before that he was in a research role with consulting firm Mercer in London & New York. Stephen was also previously portfolio manager for an institutional fund based in Switzerland, and started his career as a commodities trader in the UK.

Stephen earned a Bachelor’s and Master’s degree from the University of Edinburgh. He is a CFA^® charterholder and holds the Series 7 registration.

Joann Berman is a Senior Fiduciary Strategist with Wells Fargo Bank Wealth & Investment Management located in New York City with more than 30 years of experience in financial services.

Joann is responsible for the successful completion of the detailed and sometimes difficult day-to-day duties of trust and estate administration. She works closely with clients and their advisors to achieve their wealth planning and estate planning goals.

Prior to joining Wells Fargo Bank, Ms. Berman owned a private law practice. Prior to that, she was in the trust and estate department of a corporate fiduciary.

Joann earned her Bachelor of Arts in Quantitative Economics from Tufts University and Juris Doctor from Brooklyn Law School. She is a Licensed Attorney in New York and New Jersey (not currently practicing).

Beth Leska is a senior custom credit banker and Executive Director with Wells Fargo Bank’s Wealth & Investment Management located in Princeton, New Jersey with more than 35 years of experience in financial services. Beth works as part of a team to help achieve the comprehensive wealth management goals of high-net-worth individuals. As a senior custom credit banker, she specializes in providing her custom credit knowledge and experience to help deliver tailored lending services that support clients’ complex borrowing needs.

Prior to joining Wells Fargo Bank, Beth worked as a financial advisor at Merrill Lynch in Philadelphia, PA for three and a half years, where she specialized in wealth management services for business owners and entrepreneurs.

Beth earned her Bachelor of Science degree in Music Education from West Chester University of Pennsylvania and her Master of Science degree in Psychiatric Rehabilitation from Rutgers School of

Health Related Professions. In addition, she served in the United States Army as a Military Police officer and served with the 101st Airborne Division Fort Campbell, KY.