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Matt Warren currently serves as a Healthcare Benefits Analyst at The Fedeli Group since July 2023. Previously, Matt held multiple roles at RIA in a Box from October 2018 to July 2023, including ETM Sales Engineer, Salesforce/Tech Suite Lead, and MyRIAOperations Lead. Prior experience includes serving as a Portfolio Manager at Warther Private Wealth from December 2015 to May 2018 and as an Investment Analyst at LRJ Wealth Management, LLC from February 2014 to September 2015. Matt earned a Bachelor of Arts in Finance and Accounting from Baldwin Wallace University, graduating in 2012.