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Matthew Ramer, AIF®
Principal, Financial Advisor
Matthew was born and raised in Cherry Hill, New Jersey, and earned a degree in American Studies from Brandeis University. He returned to Philadelphia 16 years ago when he began his career in financial services with Morgan Stanley. In 2006, he joined the firm Smith Barney, which eventually merged with his alma mater, forming Morgan Stanley Smith Barney. Matthew specializes in financial and investment management for high net worth individuals and charitable organizations.
Reflective of his love for philanthropy, Matthew has logged more than 1,200 hours of community service in the last six years. He is the endowment director for the SAMFund, a young adult cancer survivor fund in Boston, and flies as a transport pilot for Mercy Airlift’s Angel Flights. Matthew achieved the rank of Major with the Air Force Auxiliary and formally served as a national search and rescue flight instructor. Due to his service to the musical community here in Philadelphia, Matt was inducted in the "Rock to the Future" Hall of Fame in 2019. He also serves on the Board of Directors for the Northeastern Regional Folk Alliance as well as the Board of Directors for Weathervane Music. Also, due to his long-time passion for music production, Matthew became a voting member for the Grammy Foundation in 2011.
Matthew has been honored with the Crescendo Business Services FIVE STAR Wealth Manager Award* as published in Philadelphia magazine for twelve years of the last thirteen. Less than 0.5 percent of financial professionals in the greater Philadelphia and South Jersey region have earned this recognition for seven years. Matthew maintains that he shares this honor with his clients because it represents solid and constructive communication between client and advisor, which is truly what empowers trust and progress.
*Based on 10 objective eligibility and evaluation criteria, including a minimum of 5 years as an active credentialed financial professional, favorable regulatory and complaint history, accepts new clients, client retention rates, client assets administered, education, and professional designations. 2,677 Philadelphia wealth managers were considered for the award; 557 (25 percent of candidates) were named 2016 Five Star Wealth Managers. (The criteria provided reflects the most recent year for which advisor received the award. The criteria used, the number of wealth managers considered for the award, and the percentage of those who receive the award, may vary from year to year). These awards are not indicative of the wealth managers' future performance. Your experiences may vary. For more information, please visit
Director of Operations
A Pennsylvania native and Lafayette alum, Amy comes to us with significant experience in the financial services industry. Starting in 1993, Amy worked in the larger wirehouses as well in the independent wealth management world. Amy has served in the role of Fixed Income Research Assistant and Private Client Services Sales Assistant for Morgan Stanley, and Account Executive for Pennsylvania Merchant Group. Amy also has experience in the green energy industry having worked as a Project Manager and Corporate Trainer for Mark Group, Inc.
Amy and her husband live in Havertown with their two boys, Sean and Brendan. Outside the office, Amy has a love for gardening and playing tennis with her boys. She is also active in her community civic association and township economic development group. Amy is also an avid baker, which we thoroughly exploit on a regular basis!
Daniel Levinson, CFP®
Financial Planning Associate
Daniel Levinson CFP®, from Cherry Hill, NJ, graduated with a degree in Mathematics and a minor in Economics from Franklin and Marshall College. Daniel is accredited in both Financial Mathematics and Probability Actuarial Studies. He previously worked for Mutual of Omaha and has been a part of the MORWM family since late 2013. Daniel strives to develop deep relationships with the families he serves through trust, communication, and education.
As an avid music lover, Daniel plays the trumpet and piano, and enjoys composing original pieces. While at Franklin and Marshall he earned distinction as a member of the Music Department’s Honor Society. Dan is a passionate cyclist and participates in multiple charity rides each year. He captains MOR’s bike team for the National Multiple Sclerosis Society’s City to Shore ride, which won honors in 2018 as the top rookie team in the history of the event, raising over $110,000 to fund MS research and treatment. Let us know if you are interested in participating! Alongside cycling, Daniel enjoys playing soccer, swimming, and rock climbing. To learn more about Daniel’s approach and philosophy towards Financial Planning, contact us via your preferred method above.
Client Experience Associate
Elizabeth grew up in Philadelphia and attended Community College of Philadelphia, obtaining an Associate’s Degree in Computer Information Systems. Currently, she’s working towards a Bachelor’s Degree in Business Administration, with a concentration in Social Media Marketing. In her spare time, she enjoys trying out all the new restaurants in Philadelphia. She has therefore been appointed the CCG (Chief Culinary Guru) for MORWM recommendations on the latest Philly hot spots.
Client Experience Associate
Kirsten was born and raised in central New Jersey. She attended Rutgers University and obtained a Bachelor of the Arts in Cultural Anthropology before obtaining her teaching certificate from Georgian Court University. Kirsten taught special education in the high school setting for two years before joining MOR Wealth Management. In her spare time, Kirsten enjoys reading books, spending time with friends and family, and exploring Philadelphia. Kirsten serves the MORWM family as an Administrative Assistant and Client Experience Associate.
Client Experience Associate
Patricia earned a Bachelor’s Degree in Psychology from Liberty University in Virginia and Associate’s Degrees in both elementary and special education from Georgia Military College. She served as an Executive Assistant for Atlanta Counseling and Educational Consultants and as the Assistant to the Director of Hospital and Ambulance Services in Fayetteville, Georgia, before becoming a commercial pilot. Trish is now a co-pilot for a jet charter company. She lives in Amelia Island, Florida, and continues to work for MORWM part time as a Research Assistant and Administrative Associate.