Meet Matt
Matt is a Partner within the Regis Group at Mercer Advisors and leads the Northern California team members. He also serves on the firm’s Investment Committee and Regis Leadership Council. Matt joined Mercer Advisors in 2023 through the acquisition of Regis Management Company, a multi-family office for a select group of investors in Silicon Valley, where he served for 10 years and was Partner. He advises ultra-high-net-worth family office clients and nonprofit clients on all aspects of their financial well-being. Matt has experience investing across public and private markets and advising and executing a wide range of tax and estate planning strategies. He is based in the San Francisco Bay Area, where he grew up. Matt began his wealth management career at J.P.Morgan in 2007. He earned an A.B. degree in economics from Stanford University.
Matt’s specialties
At Mercer Advisors, all of our wealth advisors provide a highly personalized approach, backed by a team of specialists that ensure every part of your financial list is addressed. Additionally, Matt has focused experience in these areas:
- Multi-generational planning that aligns with your values and minimizes tax impact
- Support for business owners, from growth and succession to liquidity events and legacy planning
- Private markets, including fund due diligence, liquidity planning, and portfolio integration
- Supporting professional investors with full-service planning and private market access
- Supporting nonprofit organizations with investment management, governing, and growth strategies to help advance their mission
His working style
Matt draws from decades of experience advising family offices, business owners, and nonprofits to create a custom plan to fit each client’s needs. His role on the Mercer Advisors private markets investment committee and his work with clients, who are themselves professional investors, provide unique insights into the private markets.
Matt in real life
What keeps you busy outside of work?
Trying to keep up with my two young boys.
What are your favorite things about the Bay Area?
As a Bay Area native, I value the culture of inclusion and diversity in our community.
Any words you try to live by?
“Cultivate curiosity and strive to become a little wiser every day.” — Charlie Munger
Meet Matt’s Teammates
Stephen Donahue
Partner, Sr. Wealth Advisor
What Matt Says
Stephen brings a rigorous, data-driven approach to analyzing private opportunities for our clients.
Adrienne Anderson
Sr. Manager, Client Service – Regis
What Matt Says
Adrienne won’t back down from a challenge. Her tenacity and loyalty to our clients allow her to handle even the most difficult situations.
Kevin Shannon
Sr. Relationship Manager
What Matt Says
Kevin’s attention to detail is unrivaled. He finds creative solutions to solve client requests of all shapes and sizes.
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