Matthew has worked in the financial services industry for over 20 years. He began his career in 1995 at Colonial Mutual Funds (now Columbia). Matthew earned his Chartered Financial Advisor designation in 2006 and is currently a member of the CFA Institute and the Boston Security Analysts Society. Matthew’s role at Northeast focuses primarily on fund accounting and operations. Matthew lives in Houghs Neck with his wife and four children.
UMass at Amherst, B.B.A. and CFA