Matthew Gregory

Thoughts on Money is a thought leadership platform driven by fiduciaries at The Bahnsen Group. Our mission is to share weekly insights into a variety of wealth management topics, featuring thoughts from field professionals on investing, planning, the economy, and pertinent cultural issues.

What the Midterms Could Do to Your Money

A look at how the midterms could affect taxes, healthcare, Social Security, investments, and the financial decisions that matter most.

The NYC Pied-à-Terre Tax: Who Pays and Will It Happen?

What NYC’s pied-à-terre tax could mean for second-home owners—and the planning questions worth revisiting.

Share It. Now.

You may not need to wait until you're gone to make an impact—smart gifting strategies can help family now and later, too.

35,000 Feet & The Things That Matter

Estate planning feels uncomfortable, but it protects loved ones by turning uncertainty into clarity and ensuring decisions are made much sooner.

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About the Author

Matthew Gregory, CFP^®

Director, Planning

Matthew serves as the Director of our Planning Department, working out of the New York office. He oversees our vast team of planners across the country, is responsible for our client web portal, and has a strong focus on aspirational, values-based financial and estate planning. Matthew is a Certified Financial Planner™ and Certified Estate Planner™ professional and holds the Series 65 FINRA license.

Prior to joining The Bahnsen Group, Matthew graduated from New York University with a Bachelor of Fine Arts in Drama. He is also a singer/songwriter and composed the music and lyrics for two off-Broadway premiere musicals. Since music activates both sides of the brain, Matthew brings a balance of analytical and creative thinking to all that he undertakes.