CONNECT

Address:

1133 Connecticut Avenue N.W. 9th Floor
Washington, DC 20036

Phone:

202-861-4451

Fax/Other:

202-861-4513

Matthew Carroccio

Matthew Carroccio

Senior Vice President - Investment Officer

Matt has over 17 years of experience serving individuals, families and institutional clients.  He currently oversees The Monument Group’s wealth management business for individuals and families.  In this role, Matt built out our planning process which establishes highly detailed and individualized plans and investment strategies designed to help each of our clients meet their long-term financial objectives.  Matt strongly believes that good planning gives clients the peace of mind they deserve and allows them to make intelligent and thoughtful financial decisions.

 

Matt is actively involved in the community and has served or currently serves on boards and committees at The Washington Jesuit Academy, Safe Shores DC Advocacy Center, Providence Hospital, Little Flower School, Gonzaga College High School, Catholic Charities of the Archdiocese of Washington, Catholic Business Network of Montgomery County and The Boy Scouts of America.  Matt is a graduate of Gonzaga College High School and Millsaps College.  He currently resides in Bethesda, MD with his wife, Carolyn, and their three children Elizabeth, Mary Kate and William.

 

Contact Information

 

 

 

 

 

 

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Phone 202-861-4417
Fax 202-861-4513
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