Nick began his financial services career in 1996 after graduating from Boston College with a Bachelor of Science degree in Finance.  Encouraging a disciplined approach to saving, investing and spending, Nick works with his clients to guide them to focus on the “big picture” of investment management. This helps clients find comfort in the individualized strategies Nick and his team recommend.

Working closely with companies, institutions and individuals, Nick views his role and the goal of all members of the team to be the “go to” trusted contact for their clients.  He believes that a thorough understanding of their clients’ needs, goals, and the ultimate intent of their wealth is the starting point of all client relationships.  From there, the full resources of the firm are employed to focus on achieving positive outcomes; helping them to streamline their financial lives so they can pursue what is most important to them.  

Nick was named to Forbes “Best-in-State Wealth Advisors” list in 2023 for the 5th consecutive year. (Published on April 4, 2023. Rankings based on data as of June 30, 2022.*) 

He holds the Chartered Retirement Planning Counselor (CRPC®) designation and is a CERTIFIED FINANCIAL PLANNER™ (CFP®) certificant.  He is further qualified as a Portfolio Manager which allows him to help clients pursue their objectives by managing client assets on a discretionary basis in his own personalized or defined strategies, which may incorporate individual stocks and bonds, Merrill model portfolios and/or third-party investment managers.  

He and his wife, Amy, live in Greenwich CT with their three children. In his spare time, Nick coaches local youth sports and spends time skiing with his family.  He is active in the community; serving on the Board of Directors for several local organizations including the Greenwich Youth Football League, Glenville Mavericks, and the Greenwich Old Timers Athletic Association.

 

*2023 Forbes “Best in State Wealth Advisors” list. Opinions provided by SHOOK® Research, LLC and is based on in person, virtual and telephone due diligence meetings that measure best practices, client retention, industry experience, credentials, compliance records, firm nominations, assets under management and Firm generated revenue (investment performance is not a criterion). Shook’s rankings do not reflect any client experience, endorse any advisor , indicate future performance and are available for client evaluation only. Compensation was not received from any Advisors for the study. Details available at www.SHOOKresearch.com. 

Matt joined The Carriello Group in 1999. His primary focus on the team is to analyze the risks and advantages of various investment opportunities for our clients. He is also responsible for portfolio analysis and wealth management.

Matt is a CERTIFIED FINANCIAL PLANNER professional and is trained in personal wealth management, retirement planning and estate planning strategies.

Matt started with Merrill Lynch Wealth Management in December 1997 after graduating from St. John’s University, with a B.S. in Finance. He resides in Syosset, NY, with his wife, Carolyn, and their two kids. He has volunteered as a baseball coach for the past four years.