Client Advisory

Biography

Matt is a Senior Associate in the Boston office. As a member of the Wealth Management practice, he works closely with individuals and families to help them understand, implement, and achieve their financial goals.

Prior to joining Cerity Partners, Matt was a Senior Client Service Associate at Daintree Advisors, where he supported clients in managing their wealth in alignment with their goals and values. He originally joined Daintree in 2018 as an Operations Associate. Before that, he was an Associate FIX Account Manager at Charles River Development (now part of State Street) in Burlington, MA.

On weekends, Matt can be found on the golf course, tennis court, softball field, bowling alley, or skiing down a mountain. When he’s not playing sports, he enjoys live music, craft beer, and spending time with friends and family.

Education

  • B.S. in Economics-Finance with a minor in Law from Bentley University

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