Matthew Cianci brings a wealth of experience and expertise to PWM Advisors as a Portfolio Manager in Wealth Management, while rejoining his former team he began his career with at U.S. Trust. With a strong focus on working with individuals and businesses, Matt specializes in business and real estate portfolio valuation, making him a valuable asset to PWM Advisors and its clients.
Matt’s background includes extensive experience in investment banking, equity research, portfolio management, and real estate transactions, bringing a valuable institutional perspective to his HNW and family office clients. Most recently, he served as an Associate Director at UBS Investment Bank, where he worked on Mergers & Acquisition advisory, Capital Markets executions, and private real estate investments within the Real Estate, Lodging & Leisure group.
Before UBS, Matt was a Vice President at SpacInsider, where he published research and curated a proprietary database on SPAC IPOs and combinations. He also held several roles at Bank of America Private Bank, where he managed customized portfolios with a total AUM of approximately $800 million, covering a broad spectrum of investments.
A driven real estate investor, Matt has personally syndicated investments in multifamily and hospitality deals in New York, New Jersey and Connecticut.
Education and Credentials:
- Master of Business Administration - Cornell SC Johnson College of Business, with a focus on Investment Banking
- Bachelor of Arts in Economics - Fordham University, where he was a three-year graduate and a standout NCAA Division I Baseball player
Matt is a Chartered Financial Analyst (CFA) and holds multiple FINRA licenses, including the SIE, Series 7, 63, and 79. His diverse skill set, combined with his passion for finance and real estate, positions him as a trusted advisor to PWM Advisors’ clients.
In his free time, Matt enjoys golfing, cooking, baking, and traveling, alongside being a conversational Spanish speaker.