Matthew Mahony knows that for most clients, the assets they have worked hard to build deserve more than just accurate paperwork. They deserve someone who takes the process seriously. As a Client Service Associate at Opal Wealth Advisors, Matt works with both new and existing clients to open accounts and manage the details of their financial relationship with the firm. He brings a calm, organized presence to every interaction, and his background in finance and data analytics gives him a strong foundation for understanding the bigger picture behind each client’s needs.
I want our clients to feel like things are being handled. That there’s someone in their corner who takes their financial life as seriously as they do.
Prior to joining Opal, Matthew interned with the Operations and Budgeting team at New York Presbyterian Hospital, where he worked on process workflows and data feeds, and with Equitable Advisors, where he gained hands-on exposure to the wealth management industry. He also launched his own independent boat detailing business across Long Island in 2023, growing it entirely through his own initiative while finishing his degree.
Matthew holds a Bachelor of Science in Business Administration with concentrations in Finance and Data Analytics. Outside of work, he loves spending time with family and friends, following the New York Mets, fishing, playing softball, and staying active.
