Matt is a Financial Advisor who is extremely knowledgeable about all aspects of client financial and investment planning. He has particular expertise in investment planning, and takes a strong personal interest in working with clients to design and implement investment strategies that help them realize their unique financial goals and objectives.
Matt has 18 years of experience in the investment industry. He joined Wingate in 1999 and has also served as a Research Analyst and a member of Wingate’s Investment Research Department. He has chaired our weekly Investment Committee meetings, and researched and recommended mutual funds for our model portfolios. Before joining Wingate, Matt served as a senior portfolio administrator/client representative for two major global mutual fund groups in Boston. He is a Certified Financial Planner™ practitioner and a Chartered Mutual Fund Counselor℠. Matt holds a Bachelor of Arts degree with a major in history from Gettysburg College. Matt is also a member of the Boston Estate Planning Council and the Massachusetts chapter of the Financial Planning Association.
Matt, his wife Erin and their son Ian enjoy weekends on Cape Cod with family. He is a competitive cyclist, has biked up Mt. Washington, and is an avid skier.