Matthew Chalfant

Matthew Chalfant is a Senior Vice President of Wealth Management at UBS Financial Services, where they contribute to providing tailored investment services for high net worth individuals. After earning a Bachelor’s Degree in Finance from the University of Maryland, they began their career in finance with an internship at Merrill Lynch, which transitioned into a full-time role. Over their extensive career, they recognized the need for a more holistic wealth management approach, leading them to establish a focused financial strategy for a select number of clients. In 2016, Matthew and their team transitioned to UBS to align with a firm that shares their foundational principles.