Matt is committed to developing tailored solutions for our clients, placing his focus on risk management and the preservation of capital across market cycles. His areas of expertise include investment strategy, capital markets research, technical analysis and portfolio implementation.

With over 20 years of experience in the financial services industry, Matt has held various leadership roles with Morgan Stanley and J.P. Morgan earlier in his career.

Matt earned his Bachelor’s Degree in Finance from Endicott College. As a Certified Plan Fiduciary Advisor (CPFA®), he demonstrates the knowledge, expertise and commitment to working with retirement plans. In addition, Matt is a CFP® practitioner and received his Certificate in Financial Planning from Boston University.

Matt, his wife Heather, their son Tyler and daughters Sara and Kate reside north of Boston.

Raymond James is not affiliated with any other entity mentioned. Certified Financial Planner Board of Standards Inc. owns the certification marks CFP® in the U.S., which it awards to individuals who successfully complete CFP Board's initial and ongoing certification requirements.