Matthew Sinclair, CLU® , is an experienced professional with more than 34 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 in the New York - Connecticut - New Jersey metro area.
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 build and protect wealth through the many financial products and services that are currently available.
He continues to be recognized for his work with several industry and company honors including membership in the prestigious Million Dollar Round Table, international organization promoting sales excellence and ethics. Sinclair was also a Platinum member of New England Securities for four consecutive years.
Sinclair 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 past president of the 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 19 years and has two daughters and a son. He is currently learning how to play the guitar and lowering his golf score.
CA Insurance License #0C18713