Relationships. Strategy. Success.
Matt Knolle grew up in southeastern Ohio, tirelessly working with his father to clear acres of wooded property. This taught him the value of hard work and determination early on in his life.
He has carried these fundamental principles with him to his advisory career, which has been built upon (you guessed it!) plain old hard work! Matt is a football, baseball (begrudgingly), and hockey fan, closely following all Pittsburgh sports. He also enjoys traveling and has been to six continents, making it a point to see the world with his wife of eight years.
“I look forward to developing a relationship with you and your family… Strategizing with our team of remarkable professionals to provide top-tier direction and guidance.”
Matt genuinely enjoys staying up to date with the broader markets and is an avid reader, ensuring that those he works with experience a thoughtfully curated, yet personalized experience. He leverages technology and a sincere passion for delivering a holistic client experience and is actively involved with numerous non-profits, assisting in fundraising, taxwise strategy, and donor education.
Matt lives with his wife, Allison, and their three children, Elizabeth, Katherine, and Henry, in Lancaster, along the Conestoga River. They attend Lancaster Alliance Church and are thankful and blessed to be part of a tremendous church family.
I look forward to developing a relationship with you and your family so we can leave no stone unturned in the financial planning process! Strategizing with our team of remarkable professionals to provide top-tier direction and guidance motivates me daily to come alongside and help those who have been called to be good stewards.
Matt founded Haven Advisory Partners, after working for many years with a local planning firm.
Matt Knolle Specializes In:
Trust and Estate Planning
Asset Protection Strategies
PSERS Retirement
Tax Efficient Giving Strategies
Holistic Retirement Planning
Real Estate Planning
As a fiduciary, Haven Advisory Partners and its founder, Matt Knolle are required to be associated with and supervised by a Registered Investment Adviser. We have chosen to associate with Belpointe Asset Management, LLC, (“Belpointe”). Partnering with Belpointe allows Haven Advisory Partners to give you the full attention of a small boutique firm, with the support of extensive resources Belpointe family office provides.
Belpointe was founded in 2007 in Greenwich, Connecticut and manages over $3.8 Billion in assets; and was recently ranked one of the top 300 Registered Investment Advisers in the United States by the Financial Times. Belpointe has advisors and offices throughout the country, including offices in Cherry Hill, Towanda and Princeton, NJ.
Belpointe’s resources support Haven Advisory Partners operations and provides regulatory compliance oversight, led by its Chief Compliance Officer, Belena Vincetti. Belpointe also provides institutional quality investment management led by Chief Investment Officer, Gregory Skidmore and Chief Strategist, David Nelson; and enhanced client service to our clients by providing associate financial planning resources to support my business. Most significantly, Belpointe provides me a partner with outstanding professional credentials and a breadth of experience supporting investment advisors.
Meet the Team:
Gregory Skidmore,
Chief Investment Officer
Gregory Skidmore founded Belpointe Asset Management with Brandon Lacoff in 2007. Greg currently serves as the Chief Investment Officer of Belpointe Asset Management.Greg’s career in finance started when he joined Advest, formerly a subsidiary of AXA Financial, where he spent time in Equity Research and Institutional Sales, working to generate investment ideas for large institutional clients. He then took that experience to Smith Barney where he designed and managed portfolios for one of the premier private wealth management teams within Citigroup. He then went on to start Belpointe Asset Management.
Greg graduated from Connecticut College in 1999 with a dual major in Economics and History. He has completed the SACRS UC Berkeley Haas School of Finance Public Pension Investment Management Program. In addition, he has passed the series 7, 24, 63, 65 securities exams and he has passed the Connecticut life and health insurance exam.
Belena Vincetti,
Chief Compliance Officer
Belena Vincetti, MBA, CFP® is the Chief Compliance Officer of Belpointe Asset Management, LLC. Belena has over a decade of experience in securities and insurance Compliance, with over 15 years in the financial services industry, having run a boutique financial planning firm most recently. Her experience spans back-office, operations, staff development, and personal financial planning and investment management. She is a graduate of Truman State University with a bachelor degree in biology and French as well as a Master of Business Administration from University of Wisconsin-Madison.
Before joining the financial industry, Belena lived and worked in France for a couple of years and previously owned an art gallery just outside of Madison, Wisconsin. Belena lives in Milwaukee, Wisconsin with her daughter, Scout, and is actively involved in the local art community.
Brandon Lacoff
Brandon Lacoff co-founded the Belpointe family of companies with his father. His career began in finance and accounting at Arthur Andersen, LLP and continued at Ernst & Young, LLP in their Mergers and Acquisitions groups. He left Ernst & Young in 2004 to focus solely on Belpointe (formerly known as Belray), which he founded in 2001. Brandon previously served on the Boards of Youth Services for the Town of Greenwich and Eagle Hill School Alumni Board, and currently serves on the Board of The Belpointe Foundation.
He holds a Juris Doctorate degree from the Hofstra University Maurice A. Deane School of Law and a Masters of Business Administration from the Hofstra University Frank G. Zarb School of Business, as well as a Bachelor of Arts degree in Finance from the Syracuse University Whitman School of Management.
Joel Schmitz,
VP of Compliance
Joel Schmitz serves as the VP of Compliance for Belpointe Asset Management and has more than 20 years of compliance experience in the financial services industry. He has passed the FINRA Series 7, 24, 53, and 63 exams. Joel started his career as a financial advisor with American Express Financial Advisors (now Ameriprise) and later moved to FourSquare Financial Group/K2 Advisory Group where he served as the Director of Compliance & Financial Planning. He has a B.S. in Political Science from the University of Wisconsin-Madison.