Matt joined SFP Wealth in June 2017 as the Practice Manager of Investments, supporting the day to day processing and implementation of investment accounts for new and existing clients. In this role, he handled asset transfers, trade processing, account updates, and client liquidity requests, helping ensure portfolios were properly implemented.
Matt developed a strong interest in supporting clients as they work toward their financial goals and transitioned into his current role as an Associate Wealth Advisor. He is known for his loyalty, strong work ethic, and dedication to building trusted, long-term relationships with clients.
Matt graduated from the University of New Hampshire with dual degrees in Business Administration and Economics, with a concentration in Finance. He is a CERTIFIED FINANCIAL PLANNER™ (CFP®) professional and holds his Series 7 and 63 licenses, along with Producer licenses for Life, Accident, and Health or Sickness insurance.
Matt resides in Maynard, Massachusetts. Outside of the office, he enjoys staying active through running, playing soccer, hiking, snowboarding, and cold plunging. He also loves exploring new breweries with friends and family. Matt spent a semester abroad in Budapest, Hungary, which deepened his love for travel, and he is always researching his next destination. CRN202901-10411735