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 15 years of experience in the financial services industry, Matt has also held leadership roles in regulatory compliance and sales supervision with Morgan Stanley and J.P. Morgan.

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.