Matt Kocanda CFP®

Wealth Manager    


What inspired you to choose wealth management as a career?

I love to both learn and teach. Within wealth management I constantly fulfill my desire to learn something new every day, while also sharing that knowledge with our clients. The pairing of research, teaching, and building relationships are the perfect mix for me.

Why did you choose to lead the Financial Professionals Practice Group?

Over the course of my career, I found that private equity professionals, investment bankers and asset managers spend so much time taking care of their own clients and focusing on their careers that they often don’t give their personal wealth the time and attention it deserves. These are financially savvy professionals who simply have higher ROI’s focusing their time on their careers or families. I’m ensuring we develop a team that will deliver what they need, while building upon the high-level of sophistication they have already. When you work with knowledgeable, driven people with clear goals, who are open to feedback and new ideas, great outcomes result.

What’s the most influential book you’ve read and why?

Too Big to Fail by Andrew Ross Sorkin. This is a comprehensive retelling of the events that unfolded during the 2007-2008 financial crisis. Understanding how this crisis formed within the system not only piqued my interest in the financial world, but has been helpful to understand the many aftershocks that rippled throughout the entire economy.

What is the one thing you wish every person knew when making financial decisions?

The long-term goal is the most important. In today’s world with news constantly bombarding us, it can be hard to filter out the noise and stay focused on what is most important to you and your family. Making decisions with an eye toward the long-term goal allows for the most thoughtful and best decisions to be made.

Where can we find you when you’re not working?

I love to be active and constantly in motion. I find various ways to fulfill that goal, whether I am running with my wife, tinkering around the house with home improvement projects, or spending time with family and friends. I do enjoy occasionally laying on the couch, but you won’t find me there for long!

Why did you choose to be part of the BDF team?

BDF’s strong culture and commitment to excellence is a trait that is unique to this firm. The team is dedicated to helping team members grow and equipping them with experiences that allow us to give the best advice to our clients. I am impressed every single day with the way the firm is focused on challenging the typical thought process in order to continually grow and serve our clients’ complex needs.