Matthew Smith is a managing director with Baker Tilly Capital, the wholly-owned FINRA broker-dealer subsidiary of Baker Tilly. Matthew has been with the firm since 2019. He primarily works with the Opportunity Zone and New Markets Tax Credit (NMTC) programs, providing flexible and affordable capital to projects and businesses.
Matthew has more than 22 years of experience as a financial advisor and wholesaling professional. His primary focus is on raising money in the independent broker-dealer and registered investment advisor (RIA) markets, using private placements with various structures such as Opportunity Zones, Delaware statutory trusts, tenants in common and real estate investment trusts (REITs).
Licenses and certifications