Matthew R. Rapoport, CFP®, MST

Senior Wealth Advisor

Babylon, NY | New York, NY
Focus Areas

Stock Options and Equity Compensation
Tax Planning
Investment Strategies

Client Specialty

Business Owners


2023 AdvisorHub’s Advisors to Watch

Matthew is a Senior Wealth Advisor and Principal at The Colony Group, providing financial counseling and investment advice to high-net-worth individuals and families. Matthew is a CERTIFIED FINANCIAL PLANNER™ professional with more than 20 years of experience.

Matthew worked as a Wealth Advisor for Blue Water Advisors which merged with The Colony Group in early 2018.  Previously, he worked as a Director with Joel Isaacson & Co., LLC advising clients in the areas of income tax, investments, estate planning, corporate benefits and retirement.  Prior experience also includes working as a Wealth Strategist at BNY Mellon Wealth Management and as a Senior Financial Planner at The Ayco Company, a Goldman Sachs subsidiary.

Matthew received his Bachelor of Science in Mathematics and MBA in Finance from Union College and an MS in Taxation from the Zicklin School of Business.

In his spare time, Matthew enjoys running, reading, cooking, and spending time with his wife and two boys.


AdvisorHub’s criteria: Advisors to Watch (2023) – The Advisors to Watch ranking uses three main criteria in its methodology: scale, growth, and professionalism.

Published Insights

Five Colony Group Advisors Recognized as AdvisorHub’s 2023 Advisors to Watch

The Colony Group’s Jack Clark, MBA, CFA, CFP®, Senior Wealth Advisor, Christopher Johnson, MBA, Senior Wealth Advisor, Matthew Rapoport, CFP®, MST, Senior Wealth Advisor, Erin Sullivan, CFP® Senior Wealth...

Private Foundation, Donor Advised Fund, Other? Know Your Options to Maximize the Impact and Fulfillment of Your Charitable Giving

As appeared in With many charities struggling to raise funds and meet expanding demand during the pandemic, philanthropy, a term that literally means “love of humankind,” has become...

Money Fix: Take care when making donations toward pandemic relief

“...using appreciated securities held longer than one year can provide an additional tax benefit. Assuming you itemize deductions, you will receive a tax deduction of the fair market value of the security. In addition, you don’t have to pay tax on the appreciation above your cost basis [the amount they paid for the security],” says Matthew Rapoport.