Matt Rozzi
Advisory board member

Mr. Rozzi has over 20 years of experience in the financial services industry. He has expertise in management, operations, and compliance, which encompasses traditional brokerage, RIA, insurance, and banking. During his career, Mr. Rozzi has gained experience across firms ranging from start-ups to large institutions. Most recently, Mr. Rozzi served as President of IDB Capital Corp, a wholly owned subsidiary of Israel Discount Bank of New York, which caters to both international and domestic private banking clients. In this role he was the architect of a successful strategy to migrate $3 Billion of brokerage and investment management assets onto the SEI Global Wealth Platform. Prior to that, Mr. Rozzi was President & Chief Compliance Officer of UMTB Securities Inc, a wholly owned subsidiary of Mizrahi Tefahot Bank. He also served as Chief Operating Officer for Signature Securities Group Corp., Chief Operating Officer at HSBC Brokerage USA, and Associate Managing Director and Registered Principal of Republic Financial Services & Republic National Bank. Mr. Rozzi received his BS in Business Administration and Finance from Fordham University. He holds the Series 7, 63, 24, 53, 4, 65, as well as the NYS Life, Accident & Health insurance licenses.