As President of Excelsior Wealth Partners, Matt Champion is focused on growing his wealth management practice with an open architecture platform that allows flexibility in assisting his clients to achieve their financial goals.
Prior to joining Excelsior Wealth Partners, Matt held the position of Manager of Financial Services at the Empire State Firm. Over the last six years, Matt was awarded a citation each year for finishing in the top 10% of all managers nationwide based on his company’s trophy rankings. He also qualified for GAMA’s International Management Award at the Gold Level and is a member of the Society of Financial Service Professionals, GAMA International, Financial Planning Association, and NAIFA-Syracuse.
Matt earned a Bachelor of Science in Financial Services from Medaille College in Buffalo, New York. He also completed the Certified Financial Planner curriculum and also holds the Retirement Income Certified Professional designation. Matt resides in Clay, New York with his wife, Angela, and their two sons, Brandon and Derek.
Third party awards, rankings, and recognitions are no guarantee of future investment success and do not ensure that a client or prospective client will experience a higher level of performance or results. These ratings should not be construed as an endorsement of the advisor by any client not are they representative of any one client's evaluation.