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2026 SPEAKER LINEUP

The 2026 Exit Planning Summit features a variety of industry experts and exit planning thought leaders for introductory to advanced exit planning sessions.

 

Matthew Foley

Matthew L. Foley, CPWA®, CIMA® is a Private Wealth Advisor, Managing Director - Wealth Management. Matt has more than 29 years of industry experience and began his career in financial services with Merrill Lynch in 1996. He serves a select circle of...

ABOUT MATTHEW

Matthew L. Foley, CPWA®, CIMA® is a Private Wealth Advisor, Managing Director - Wealth Management. Matt has more than 29 years of industry experience and began his career in financial services with Merrill Lynch in 1996. He serves a select circle of families whose significant wealth creates ongoing and often complex considerations. Matt holds the Certified Private Wealth Advisor® (CPWA®) and Certified Investment Management Analyst® (CIMA®) designations. A graduate of Villanova University, he also holds a bachelor’s degree in marketing. Matt is a board member of Eva’s Village in Paterson, New Jersey, and a former volunteer with the Jesuit Volunteer Corp in Salem, Oregon. Matt resides in Montclair, NJ with his wife and three children.

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