By Owners, For Owners

Joseph Gitto is an accomplished senior Finance, Sales and Operational Executive, Entrepreneur, Coach, Thought Leader, and Board Member with more than 25 years of success in various industries. Leveraging extensive experience in finance, sales, marketing, and operations, Joseph is a valuable asset for growing businesses that are seeking expert assistance with raising capital, developing sales and marketing strategies, business and strategic planning, developing financial controls, reporting and oversight as well as leadership team development. Joseph’s broad areas of expertise include business development, forecasting, planning, P&L management, marketing, and key partnership building. In 2023, he became a founding member of the Exit Planning Institute’s Orlando chapter.

Matt leads a team of financial advisors and service associates based in Boca Raton, Florida, with regional representation in the Northeast and Midwest. He joined Raymond James in September 2018 as the lead advisor of Trimaran Advisors (formerly the Shafer Barber Winkler Group) of Raymond James. Matt began his career in 1997 with PaineWebber in Boca Raton, Florida, and remained at the firm after it was acquired by UBS in 1999. In April 2009, he and his team joined Smith Barney’s Citi Family Office group, where Matt held the title of Family Wealth Director. Matt remained at the firm after it was acquired by Morgan Stanley. Matt represents the third generation of his family to advise wealthy families and their businesses. A graduate of the American University in Washington, D.C., Matt obtained a BA and an MA in Economics with a concentration in International Financial Markets. In 2005, Matt earned the Certified Investment Management Analyst® (CIMA®) designation, administered by the Investment Management Consultants Association®, and taught in conjunction with The Haas School of Business at the University of California, Berkeley. The CIMA® certification demonstrates that Matt has spent significant time and study developing and enhancing his competency as an advanced investment consultant. In 2015, Matt completed the Certified Exit Planning Advisor® (CEPA®) designation specifically designed for business advisors who work closely with owners of privately held companies. Matt has earned the Private Wealth Advisor designation from Raymond James. This designation reflects his experience in managing the financial concerns of families, individuals and organizations of significant wealth, and his mastery of methods and resources necessary to support their expansive financial interests. Matt is also a published author, having written “The Future of Your Wealth: How the World Is Changing and What You Need to Do about It.” Matt has also written for Worth Magazine®. Outside of the office, Matt’s interests include travel and outdoor sportsmanship. Matt and his wife reside in Boca Raton with their two children.