Matt is a Senior Associate in the Boston office. As a member of the Wealth Management practice, he is responsible for working 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 helped individuals and families manage their wealth consistent with their goals and values. He joined Daintree Advisors in February 2018 as an Operations Associate. Prior to joining Daintree Advisors, Matt worked as an Associate FIX Account Manager at Charles River Development in Burlington, MA.
Matt earned a BS in Economics-Finance with a minor in Law from Bentley University, where he was a member of the men’s track and field team. He is currently working towards obtaining the CERTIFIED FINANCIAL PLANNER™ certification.
On the weekend, you can find Matt 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 his family, especially his niece, Lucy.
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