Matthew Kasper, Principal
Matt joined our firm in 2024 as a producer specializing exclusively in the large law firm industry. He designs and implements partnership owned life insurance (POLI) solutions to help law firms offset the cost of partner retirement plans and provide partners with tax-advantaged investment programs for supplemental retirement income and wealth accumulation. Additionally, Matt works closely with insurance carriers and alternative asset managers to create new product features and investment offerings for private placement life insurance.
Matt joined us from Citigroup as a business development principal for Citi Global Wealth at Work where he led their efforts to position insurance-based strategies to partners and their firms. Individual strategies included life, disability and property & casualty insurance for partners. Institutional insurance strategies included financing non-qualified plans and creating firm sponsored tax-advantaged savings and wealth accumulation programs.
Previously, Matt worked in PricewaterhouseCoopers’ (PwC) Advisory practice where he specialized in building out new retirement products and service offerings for their Law Firm and large corporate client groups. Prior to starting up PwC’s Partnership-owned Life Insurance (POLI) financing strategies business, he developed and managed their pension risk transfer business, where he worked with pension plan sponsors to mitigate their pension liability through the purchase of group annuity contracts, which included the due diligence on the financial strength and solvency risks of annuity carriers.
Over his 30+ year career in consulting, professional services and insurance, Matt has worked with large corporations and partnerships to implement novel benefit programs and financing strategies designed to improve the financial position of the firm and retain its top talent.
Matt graduated from Binghamton University, is a CFP®, life insurance agent, and holds FINRA Series 7 and 66 licenses.