The Pickard Poser Group at Morgan Stanley

Matthew Poser began his career in fixed income and equity sales in New York City with the New York Life Insurance Company. The first two years of his full-time career were spent with NYLIC prior to being recruited to Fred Alger, a private family-owned boutique growth equity asset management firm managing $50B. He was responsible for partnering in raising over $500M per calendar year at Fred Alger.

With a foundation in deep fundamental bottom-up investment research and an extensive understanding of the affluent investor, Matthew Poser left Fred Alger to join Janney Montgomery Scott, LLC. After several successful years at Janney, he was recruited to Morgan Stanley where he is the co-founder of The Pickard Poser Group.

Philanthropy is near and dear to Matthew. He is actively involved in many community organizations and sits on various nonprofit boards. Matthew resides in Miami Beach and for fun you’ll catch him riding up & down Key Biscayne in Miami or 9w in the Northeast on his Cannondale bicycle.

When it comes to investing and financial planning, there are rarely any guarantees. But when you give me the privilege of managing your hard-earned assets, you can be certain of one crucial thing: you will be heard.
My compassion for people and high level of emotional intelligence are always front and center when dealing with clients. Close friends, family members and colleagues refer to me as the "Care Bear." It's a term I try to live up to each day, assuring people that I'm not just a financial planner, but more importantly, I'm a trusted advisor who listens carefully to my clients in order to help them achieve their personal goals. There are a lot of emotions and family dynamics involved when it comes to money. I'm very sensitive to those aspects of the business and understand the need for a caring partner to guide you through the wealth management process.
Today my focus is on what I commonly refer to as the "sandwich generation." These are clients in their 50s, sandwiched between the responsibilities of raising children/grandchildren while often caring for elderly parents, both financially and emotionally. It's a niche because this is the time in people's lives when they usually have the most money and yet are still in the accumulation stage. It is critical that these individuals do not lose sight of their own needs while saving for retirement, and I act as a guide to help them find the right balance.
When I'm not working, I enjoy spending time with my wife Sherri, three children and six grandchildren. My hobbies include golf, traveling, billiards and volunteering.

Paulo Alfonso joined The Pickard Poser Group at Morgan Stanley after having worked at Wells Fargo for nine years. Paulo was a Relationship Banker at Wells and his experience in providing exceptional client service is something he prides himself on. Paulo spent his entire financial services career in banking and brings a unique value add service to the team. Outside of the office, Paulo is actively involved in philanthropy with March of Dimes and St. Jude's.

As a native Floridian, Paulo and his family are longtime residents of Pembroke Pines. A family man at heart, Paulo and his significant other have two children!