Matthew co-founded ClearRidge with Bruce Jones and has a range of banking experience from London, England. Prior to moving to the US and becoming an American citizen, Matthew managed the derivatives trading division of a boutique investment banking, fund management and securities firm in London. Business ventures also took him from his native England to Paris, France working for Group Bull, a leading European information technology company.
As a designated Family Enterprise Advisor, Cindy helps individuals, family enterprises, business owners and family offices navigate the complexities and opportunities that come with wealth. Cindy draws on over 25 years of legal, fiduciary, trust and governance experience in professional services firms, financial institutions and family offices in her practice. She uses her skills to provide an objective perspective and facilitate understanding of how complex family, business and ownership structures can impact family dynamics and family wealth continuity.
Michael Carter was the founding principal of Carter Morse & Goodrich where he serves as Managing Partner. He has been on the financial side of business from many perspectives: as a business founder, commercial lender, investment banker, board director, and business advisor.