Matthew Shaw is one of the newest hires here at Dayton and Sydney Wealth Strategies Group, LLC. He joined his current broker-dealer, now Equitable Advisors in August of 2013. He is a financial professional who assists individuals, businesses, and endowments in developing customized strategies designed to achieve their financial goals.
Matthew is also a part of the Settlement Planning Group, which focuses on working with Plaintiff attorneys and their clients. He is experienced in designing financial strategies to resolve the unique circumstances that surround personal injury, wrongful death, medical malpractice, and complex commercial litigation.
Every client and family that Matthew works with is treated with the same high level of respect and dignity they deserve, regardless of the financial value. It’s this mindset that allows Matthew to connect with clients, build trust, and work towards accomplishing their objectives.
Prior to joining Equitable Advisors, Matthew was a Senior Portfolio Manager at a respected global family office where he led the investment team’s portfolio of domestic equities utilizing a multi-manager platform.
Matthew is a graduate of Syracuse University and has a Bachelor’s Degree in Communications. He holds FINRA Series 7 and Series 63 registrations, and Life & Health Insurance Licenses in multiple states. He is the recipient of numerous company awards and honors, and is a member of the prestigious Elite Advisor Group (EAG), which is an internal recognition program of Equitable Advisors, LLC, at the Platinum Planning Group level.