Matt began his career in Morgan Stanley’s Individual Investor Services Department in 1984 after graduating from the University of Chicago’s Booth Graduate School of Business. He was chosen to be one of the five starting members of Morgan Stanley’s first high net worth training program. The department, then 30 individuals, is now over 17,000 today. He spent the next 14 years advising significantly wealthy families on restricted stock, asset allocation, risk management, and portfolio strategies. Matt joined Donaldson Lufkin and Jenrette in 1997 providing his counsel and wealth management services to clients as well as other financial consultants at DLJ. There he became the firm’s top producing financial advisor and led a 13 person wealth management team. He was hired into Smith Barney by Sandy Weil in 2002. Years later, Morgan Stanley bought Smith Barney and soon after Matt left to create Aligned Wealth pursuing his career’s vision of a better wealth management offering.
Matt lives in Katonah, New York with his wife Michele. They have three daughters Margo 25, Dana 24 and Grace 20. He has served on the board of the Healthcare Chaplaincy and was a member of the Jewish institute for Pastoral care. Matt worked with the Walt Frazier Youth Foundation placing at risk teens in corporate internships. He currently serves on the board of the AHRC Foundation and is on the executive committee of his temple.
Michelle graduated from Fordham University with a B.S. in business and a concentration in finance. She began working with Matt Ludmer in 2005, and soon became one of the top client service associates at Morgan Stanley’s 101 Park Avenue branch.
Michelle proved to be a valuable team asset, cultivating in-depth relationships with high net-worth individuals and their business partners, and assisting those clients with full administrative and operational support.
Michelle later advanced to senior registered associate, gaining extensive knowledge of products, procedures, and industry rules and regulations. From 2011-2013, she further diversified her skills working with top teams in Morgan Stanley Smith Barney’s South Jersey and Philadelphia offices. Michelle is Series 7 and 63 licensed.