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Matt is a Partner and has 26 years of broad investment experience. Matt began his investment career at MassMutual Financial Group, rising to the role of Managing Director after a series of promotions. He was later recruited to senior positions at investment industry leaders Fidelity Investments and T. Rowe Price. Matt also founded Intelligent Portfolio Services, an early mover in the robo advisor space. Most recently, Matt held senior advisor roles at Commonwealth Financial Network and LPL Financial, helping families and business owners pursue their financial goals.

Matt has earned his reputation as a skilled investment practitioner and trusted advisor to his clients. As a dedicated student of the financial markets and lifelong learner, Matt has been awarded the prestigious Chartered Financial Analyst (CFA) designation. The CFA designation is the most respected and recognized investment management designation in the industry.