Matthew Jack

Matthew Jack, CFP®, CEPA®, is an Associate Vice President and Wealth Advisor at Morgan Stanley, where they are part of The Legato Group, forming a unique team with their father in Paramus, New Jersey. With a Bachelor of Science in Business Administration and Finance from the University of Vermont, Matthew focuses on helping clients navigate complex financial issues by aligning their investments and retirement planning with long-term goals. They have previously held roles at UBS, JPMorgan Chase, and Smith Barney, and served as Past-President of the Estate Planning Council of Bergen County. Outside of work, Matthew enjoys gardening, beekeeping, hiking with family, and playing music.