Meet Matt

Matt is a welcoming and friendly face on our team and is excited to “learn the ropes” at Jacob William Advisory as an intern. His goal is to help as many clients as possible while gaining valuable experience. 

An Eagle Scout, Matt is driven by a desire to help other people. He is a graduate of Gilman School and attends Tulane University, where he’s majoring in Finance. 

Matt enjoys spending time with his family, including dogs Tip and Natty. Outside the office and school, he stays active by playing ice hockey and golf. 

Favorite Food:

Steamed crabs

Best piece of financial advice I received:

Save early

Favorite quote:

“You miss 100% of the shots you don’t take.” – Wayne Gretzky

If I could meet anyone, past or present, it would be:

Jackie Robinson

Hidden Talent:

I like to cook in my free time

Favorite book:

“Of Mice and Men”

Favorite movie or TV show: “

“Goodfellas” and “The Office”

What motivates me:

Helping other people

Favorite holiday:


Something on my bucket list:


Place I’d most like to visit:


My biggest accomplishment:

Becoming an Eagle Scout