Matej works directly with clients and senior advisors across business development and relationship management. Since joining the firm, he has been involved in client meetings, supporting portfolio implementation, and helping guide client relationships as they develop over time. His work focuses on supporting the ongoing delivery of wealth management services through thoughtful client engagement, continuity across interactions, and a high standard of professionalism. He brings a disciplined, practical approach to his role, with an emphasis on clear communication and long-term thinking.