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Mr. Matthew D. Hoffman, CFP®, ChFC®

Mr. Matthew D. Hoffman, CFP®, ChFC®

Chief Client Services Officer & Corporate Secretary

Phone: 800.986.6222

Email: matt.hoffman@mmbb.org

Mailing Address:

475 Riverside Drive
Suite 1700
New York, NY 10115-0049

Matthew Hoffman has worked extensively in the financial services industry. Prior to joining MMBB, Hoffman was a vice president at JPMorgan Chase and a financial advisor in the private client group at Merrill Lynch. From his positions at JPMorgan Chase and Merrill Lynch, Hoffman has gained exceptional experience in working with high net-worth individuals in estate, investment, retirement and insurance-related matters.

At MMBB, Hoffman is the Chief Client Services Officer and is also an officer of MMBB serving as Corporate Secretary.

Hoffman is an accomplished musician having been a church organist and choir director for twenty-two years at the Scarsdale Community Baptist Church in Scarsdale, New York. He received his musical training from the University of Cincinnati College Conservatory of Music and from Indiana University. Hoffman is a CERTIFIED FINANCIAL PLANNER™ professional and Chartered Financial Consultant (ChFC®), and has a certificate in financial planning from New York University and a Masters of Science in Finance from Boston University. Hoffman also graduated from the Harvard Business School after successfully completing the General Management Program.