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GROWTH & IMPACT WEEK SPEAKER LINEUP

 The speakers at Growth and Impact Week are award-winning advisors, operators, and thought leaders who don’t just understand growth and impact, they execute it. Each speaker has been selected for their ability to translate methodology into real-world implementation, sharing how they’ve built in-demand practices through intentional, ROI-driven relationships with business owners. Expect candid perspectives, practical frameworks, and honest discussion around what works in today’s market,  from client selection and trust-building to accountability, culture, and value creation. This is not a stage of theorists; it’s a room of practitioners committed to helping you apply what you learn and accelerate results in your firm. 

 

Matthew Foley

CEPA , CIMA , CPWA

Matthew L. Foley, CPWA®, CIMA® is a Private Wealth Advisor, Managing Director - Wealth Management. Matt has more than 29 years of industry experience and began his career in financial services with Merrill Lynch in 1996. He serves a select circle of...

ABOUT MATTHEW

Matthew L. Foley, CPWA®, CIMA® is a Private Wealth Advisor, Managing Director - Wealth Management. Matt has more than 29 years of industry experience and began his career in financial services with Merrill Lynch in 1996. He serves a select circle of families whose significant wealth creates ongoing and often complex considerations. Matt holds the Certified Private Wealth Advisor® (CPWA®) and Certified Investment Management Analyst® (CIMA®) designations. A graduate of Villanova University, he also holds a bachelor’s degree in marketing. Matt is a board member of Eva’s Village in Paterson, New Jersey, and a former volunteer with the Jesuit Volunteer Corp in Salem, Oregon. Matt resides in Montclair, NJ with his wife and three children.