Matthew Montesano

With a career foundation as an investment banker, Matt built deep expertise in corporate finance, capital markets, and strategic advisory work. He now serves as the Chief Financial Officer of a publicly traded company, where he oversees complex financial operations, regulatory compliance, and long-term growth strategies.

In addition to his executive role, he is the founder and principal of a boutique accounting firm that specializes in serving high-net-worth individuals and families. His practice emphasizes advanced tax-mitigation strategies, compliance, and multi-entity planning to help clients preserve and grow their wealth.

Recognizing the power of collaboration, he has partnered with Elevate Planning Plus to align their unique niches and complementary expertise. Together, they deliver strategic tax minimization for clients, integrating advanced planning vehicles to reduce exposure, enhance efficiency, and maximize long-term wealth creation.