Matthew R. Rapoport, Cfp®
About Matthew R. Rapoport, Cfp®
Matthew R. Rapoport, CFP®, is a Principal and Senior Wealth Advisor at The Colony Group, where he has worked since 2014. He holds advanced degrees in Taxation and Finance, and has extensive experience in wealth management and financial planning.
Work at Colony
Matthew R. Rapoport has served as Principal & Senior Wealth Advisor at The Colony Group since 2014. In this role, he provides comprehensive wealth management services to clients in the Greater New York City Area. His responsibilities include advising clients on financial planning, investment strategies, and wealth transfer strategies. With a decade of experience at The Colony Group, he has developed a strong reputation for delivering tailored financial solutions.
Education and Expertise
Matthew R. Rapoport holds a BS in Mathematics from Union College, which he completed from 1998 to 2002. He furthered his education by obtaining an MBA in Finance from Union Graduate College in 2003. Additionally, he earned a Master of Science in Taxation from Baruch College between 2008 and 2010. He holds the CERTIFIED FINANCIAL PLANNER® designation, underscoring his expertise in financial planning and wealth management.
Background
Prior to his current position, Matthew R. Rapoport gained extensive experience in the financial services industry. He worked as a Senior Financial Planner at The Ayco Company, L.P. from 2003 to 2006. He then served as Vice President and Wealth Strategist at BNY Mellon from 2006 to 2010. Following this, he was the Director at Joel Isaacson & Co., LLC from 2010 until he joined The Colony Group in 2014. His diverse background has equipped him with a broad understanding of wealth management.
Achievements
During his tenure at BNY Mellon, Matthew R. Rapoport authored white papers and presented nationally on various financial topics. His areas of focus included wealth transfer, Roth IRA conversions, and concentrated wealth strategies. These contributions reflect his commitment to advancing knowledge in the field of wealth management and financial planning.
Personal Interests
Outside of his professional commitments, Matthew R. Rapoport enjoys running, reading, and cooking. He values family time and spends his leisure hours with his wife and two young boys. His personal interests reflect a balanced approach to life, integrating professional dedication with family and personal well-being.