Matthew R. Rapoport is a Senior Wealth Advisor with Focus Partners Wealth, providing financial counseling and analysis to high net worth individuals and families. Previously, Matthew worked as a Director with Joel Isaacson & Co., LLC advising clients in the areas of income tax, investments, estate ...
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Matthew R. Rapoport is a Senior Wealth Advisor with Focus Partners Wealth, providing financial counseling and analysis to high net worth individuals and families. Previously, Matthew worked as a Director with Joel Isaacson & Co., LLC advising clients in the areas of income tax, investments, estate planning, corporate benefits and retirement.
Prior experiences include BNY Mellon Wealth Management and The Ayco Company. At BNY Mellon, Matthew authored white papers and spoke nationally on topics including wealth transfer, Roth IRA conversions and concentrated wealth strategies. Before joining BNY Mellon, Matthew worked as a Senior Financial Planner with The Ayco Company, a Goldman Sachs subsidiary. Ayco’s core competency is providing sophisticated financial counseling to corporate executives.
Matthew received his BS in Mathematics and MBA in Finance from Union College in Schenectady, NY and an MS in Taxation from the Zicklin School of Business in New York City. Matthew has also received the CERTIFIED FINANCIAL PLANNER® designation.
Matthew enjoys running, reading, cooking, and spending time with his wife and two boys.
Specialties: Investment Analysis and Research, Income Taxes, Estate Planning, Retirement, Insurance, Company Benefits including stock options, deferred compensation, 401(k)
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