Matthew S. Sinclair
Financial Advisor, Financial Services Representative, Investment Advisor Representative
CA Insurance License # 0C18713
Matthew Sinclair, CLU® , is an experienced professional with more than 39 years of experience assisting families and businesses with their investment, retirement strategies, insurance, and other financial needs. Sinclair leads a team of associates serving clients throughout the country.
His philosophy is to take a holistic client-centered approach to wealth accumulation and risk management strategies. His overall goal is to help his clients and their families build and protect wealth through the planning process.
Sinclair has served on the Board of Trustees of the Teatown Lake Reservation, an 1000-acre land reserve and nonprofit that promotes wildlife education and land conservation in the Mid-Hudson Valley. He is also the Events and Education coordinator for of the Ossining-Briarcliff Chapter of BNI, a business development organization.
Sinclair earned his B.A. in Economics from Fordham University in 1986. He has been married for 32 years and has two daughters and a son. Matt enjoys playing both guitar and harmonica. He is currently learning how to sail and lowering his golf score.
I am licensed and registered to offer products and services in NY. Licenses and registrations will vary. Domiciled in NY.