Who We Are
Robert H. Matofsky, Managing Director
Mr. Matofsky joined KLS in February 2016 after working at Altium Wealth Management as a director and member of the leadership team. In January 2014, Altium acquired Matofsky & Company, Inc. (a regionally based comprehensive wealth management firm and business partner of Provident Bank). Prior to founding the firm in 2005, Mr. Matofsky served as Vice President at Bank of America, Vice President, Senior Trust Officer and Portfolio Manager at Credit Suisse Asset Management/Donaldson Lufkin and Jenrette, and Vice President and Fiduciary Manager at JP Morgan.
Mr. Matofsky received his B.S. in Economics from the State University of New York at Albany and his M.B.A. from Pace University. He is a Certified Financial Planner (CFP), Chartered Financial Consultant (ChFC) and Chartered Life Underwriter (CLU).