Redefining Wealth

Matt is a graduate of the University of Chicago Booth School of Business and former director of wealth management at Morgan Stanley. He integrates over 30 years of experience in wealth management with his lifelong study of meditation, Integral Theory, nondual Judaism, and Tibetan Buddhism. This unique blend informs his holistic approach to helping clients live a life of True Wealth.

Kristin partnered with Matt to write The Right Mountain and is a principle architect of the path of True Wealth. An award-winning author and mindfulness meditation teacher, her work bridges narrative intelligence, somatic awareness, and contemplative practice. Kristin helped guide the firm’s redefinition of wealth and the paradigm shift it represents, integrating True Wealth principles across all aspects of Aligned Wealth—from business structure and culture to the way clients embody these teachings in their own lives.

With over two decades of experience in New York City’s premier events industry, Raul brings this expertise to The Aligned Center, curating meaningful experiences for the Aligned Wealth community. He supports both clients and team members through a commitment to operational excellence. A content creator and professional coach, Raul specializes in mindset development rooted in the principles of True Wealth and other transformative practices.

Michelle has worked with Matt for over twenty years and works closely with Matt to oversee all aspects of client portfolio management and firm operations, ensuring precision, transparency, and excellence.

Deb leads Coaching & Client Experience at Aligned Wealth, guiding clients to embody True Wealth through clear practices and elegant systems. Founder of It’s Time For Moxie, she specializes in midlife reinvention and creative leadership and has designed curricula used by thousands. A facilitator and executive coach, she led Hallmark’s Collaboratory and has written internationally, including The New York Times. She helps discerning achievers clarify what matters, name a truer path, and move with conviction.

Susan leverages her experience leading marketing and communications at global financial firms including Bank of America, Mastercard, Morgan Stanley, and Citibank to amplify, illuminate, and connect clients to the purpose and value of Aligned Wealth Management. She is a graduate of Carnegie Mellon University.