Matthew J. Zym

CFP®, AIF®

Client Relationship Manager

EXPERIENCE

Matt is a member of Cornerstone’s Asset Management team and most of his time is spent working with the firm’s private wealth clients. Matt’s primary responsibilities at Cornerstone include implementing and updating the investment strategies for client portfolios, processing new business, and assisting with the servicing of client investment accounts. He also provides internal support for our senior consultants and assists clients with any service needs. Matt started with Cornerstone in 2014 and has six years of financial services experience. Matt is currently living in downtown Bethlehem. In his free time, he enjoys lifting weights as well as spending time outside, hiking and camping. Since moving to Bethlehem, Matt has also enjoyed many festivals, concerts, and shows that are always going on around the Lehigh Valley. Matt received a B.S. in Financial Planning from William Paterson University in 2013 where he graduated with honors. In March of 2018, Matt became a CFP® professional.