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Wealth Management EDGE
June 8 - 10, 2027
The Boca Raton ResortBoca Raton, FL

Matt Zampariolo
Research Analyst, Wealth Management at Cerulli Associates
Speaker

Profile

Matt is a member of Cerulli’s Wealth Management practice, specializing in research across the high-net-worth and ultra-high-net-worth investor markets, including private banks, trust companies, RIAs, and multi-family offices. As an analyst, Matt provides support to the firm’s high-net-worth research team, assisting in the production of two annual reports and a variety of strategic consulting projects.
Prior to joining Cerulli, Matt worked as a financial analyst within Goldman Sachs’ multi-family office, based in Saratoga Springs.

Agenda Sessions

  • Family Office Services: Expanding Opportunities While Maintaining Excellence

    1:00pm