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Our Family | Home Office

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Matthew Ramer, AIF®

Principal & CEO

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. 

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.

*2007-2014, 2016-2022 Five Star Wealth Manager Award, created by Five Star Professional. The 2022 award was presented in November 2022 based on data gathered within 12 months preceding the issue date. 3604 advisors were considered, 305 advisors were recognized. Advisors pay a fee to hold out marketing materials. Not indicative of advisor’s future performance. Your experience may vary. For more information, please visit www.fivestarprofessional.com.

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Amy Killeen

Vice President, 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 large wire houses 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 energy efficiency industry having worked as a Project Manager and Corporate Trainer for Mark Group, Inc. Amy and her husband live in Havertown with their two kids, Siobhan and Brendan, and their dog, Skylar. Outside the office, Amy has a love for gardening and baking. She is also active in her township economic development committee, and volunteers with the local rain garden group. 

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Devin Rainone, CFA, CFP®, CRPC®

Financial Planner

Devin Rainone joined MORWM in September 2022.  He graduated summa cum laude from Johnson & Wales University with a degree in International Business and a triple concentration in Finance, Economics, and Investments.  Born and raised in Rhode Island, Devin previously worked as a Financial Planner for a firm in Providence, where he provided customized financial planning and guidance to clients.  In addition, he designed investment strategies, rebalanced client portfolios, and executed trades.  Devin is a CERTIFIED FINANCIAL PLANNERTM (CFP®) Professional, a Chartered Retirement Planning Counselor (CRPC®) and holds the Chartered Financial Analyst® designation (CFA®).  

When Devin’s not modeling different retirement scenarios, parsing through tax returns, or determining asset allocation strategies, you’ll find him exercising, discovering hole-in-the-wall restaurants, and finding new podcasts (Freakonomics is a personal favorite).  Devin also enjoys learning about American History and traveling the world.  Some of his favorite destinations are Croatia, Copenhagen and London. 
 

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Gregory Johnson, CFA, CFP®

Financial Planning Associate

Greg was born and raised in Delaware County, Pennsylvania. Greg attended Pennsylvania State University where he received a Bachelor of Science in Risk Management, with a concentration in Finance, in addition to playing ice hockey. Greg is a Certified Financial Planner (CFP®) Professional and holds the Chartered Financial Analyst® designation (CFA®). Prior to joining MORWM, Greg worked with families and small business owners to help craft personalized financial strategies that are both aspirational and achievable. Through education and collaboration, Greg’s goal is to help clients navigate the complexities of wealth management with clarity and confidence. 

Outside the office, you can find Greg on the golf course or attempting to wrangle his two young children. Greg and his wife, Jenna, are also huge movie buffs who never pass up an opportunity to enjoy a rainy Sunday afternoon catching up on their movie list.

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Gabrielle Heimerling

Senior Operations Associate

Gabrielle joined the MOR Wealth Management team in 2023.  Born and raised in Haddonfield, New Jersey, she attended Georgetown University (Hoya Saxa!), and holds a Bachelor of Science in Psychology.  Gabrielle worked as a Manager of Strategic Administration at ATX Communications and Manager of Human Resources at GPX Enterprises.  Her most recent position was the Director of Youth and Family Ministries at the First Presbyterian Church of Haddonfield.  Gabrielle loves reading, The Great British Bake Off, Harry Potter, and volunteering at her kids' schools.  She lives in Cherry Hill, NJ with her husband David and three children Daniel, Stella and Leo.  Gabrielle serves the MORWM family as a Client Experience Associate.

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Kirsten Warner

Client Experience Associate
Charitable Giving Coordinator

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, listening to music, and spending time with friends and family. She has two children and thinks that they're pretty awesome. Kirsten serves the MORWM family as an Administrative Assistant and Client Experience Associate.

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100 E Penn Square, Suite 400, Philadelphia, PA 19107

P. (267) 930-8300 | F. (267) 930-8319 | info@morwm.com

Advisory services offered through MOR Wealth Management, LLC,  a Registered Investment Advisor. This communication is strictly intended for individuals residing in the United States.  Information presented on this site is for informational purposes only and does not intend to make an offer or solicitation for the sale or purchase of any product or security. 

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Form CRS: Client Relationship Summary

 

 © 2019 Mor Wealth Management, LLC

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