Meet Our Team

Hobart and William Smith Colleges, Geneva, New York (BS)

Matt Beardwood, CFP®

Director - Wealth Management

Matt Beardwood serves as Director of Wealth Management at Westover Capital. Matt’s primary responsibilities include oversight and delivery of wealth management advice. In addition, he manages the development and implementation of firm-wide initiatives, strategies and best practices to deepen and broaden Westover’s client base.

Matt received his Bachelors of Science degree in Political Science and a minor in Sociology from Hobart and William Smith Colleges in Geneva, New York. Matt has also attained the CERTIFIED FINANCIAL PLANNER (CFP®) designation from the Certified Financial Planner Board of Standards, Inc.

Matt has over 25 years of financial service and investment industry experience. Prior to joining Westover, Matt served as Business Development Director and Relationship Manager with Glenmede in Wilmington, Delaware. Prior to his position with Glenmede, he was Senior Vice President and Director of Wealth Management Sales for Valley Forge Asset Management.

Matt is an active member of the Wilmington community serving as Chair of the Board of Trustees of the Boys & Girls Club of Delaware, and Vice President of the Board of Directors of Mass for the Homeless, Inc.  Matt is a former Trustee of the Tatnall School (DE) and the Providence Country Day School (RI).  Matt also served on the investment committee of the Delaware Community Foundation.  Matt is an active Rotarian, having served as Director of the Rotary Club of Wilmington and Chair of the investment committee of the Rotary Club of Wilmington Educational Foundation.

In his free time, Matt enjoys golf and spending time with his wife and twin boys on the Southern Delaware Seashore.

View Team

Client and Investment Services Administrator

Director - Tax Services

Associate Director – Wealth Management and Business Development