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Mr. Matthew D. Hoffman, CFP®, ChFC®

Chief Client Services Officer & Corporate Secretary

Hoffman, CFP<sup>®</sup>, ChFC<sup>®</sup>

Matthew Hoffman is the Chief Client Services Officer and also serves as Corporate Secretary for MMBB. He has worked extensively in the financial services industry. Prior to joining MMBB, Matthew 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, Matthew gained exceptional experience in working with high net-worth individuals in estate, investment, retirement and insurance-related matters.

An accomplished musician, Matthew has been a church organist and choir director for more than 20 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.

Matthew is a CERTIFIED FINANCIAL PLANNER professional and Chartered Financial Consultant (ChFC®), and has a certificate in financial planning from New York University and a Master of Science degree in Finance from Boston University. He also graduated from the Harvard Business School after successfully completing the General Management Program

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