Matthew Dauksza, CFP®, CLU®
Chief Investment Officer
Matt founded Excelsior Wealth Partners to focus on client needs without an corporate agenda. Matt specializes in working with high net worth clients to provide wealth management and financial planning to retirees and pre-retirees
Matt had most recently held the position of Managing Director at the Empire State Firm. 2016 marked the sixth consecutive year that Matt and the Empire State firm were awarded the President’s Trophy, given to the top performing Managing Director and Firm in the United States. Matt and his previous firm have qualified for GAMA’s International Management Award at the Master Award level.
Matt is a graduate of St. Bonaventure University where he earned a Bachelor’s Degree in Finance. He has also completed The American College’s CFP ®Certification Curriculum as well as obtaining his Chartered Life Underwriting designation. He resides in Manlius, NY with his wife: Shannon and their six children; Alex, Ryann, Campbell, Addison, Athan and Graham. He actively volunteers with the Cystic Fibrosis Foundation of CNY; where in 2018 he received the Champion for a Cure award, and GAMA International. Matt was also awarded the 2016 CNY Transformational Leader of the Year award through the Syracuse Business Journal.
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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.