Joined
GW&K 2018
Industry
Experience 8 Years
Matt is a member of our client service team, serving as a dedicated liaison for our private wealth clients. He supports clients with the implementation of their tailored investment solutions and is committed to providing our clients with a high level of service, assisting clients with their inquiries, concerns, and issues promptly and effectively.
Matt joined GW&K in 2018 as a client service associate responsible for servicing GW&K’s advisory business. In this role he acted as a liaison between financial advisors, traders, custodians, wholesalers and operations to process new accounts, terminations, reallocations, and manage cash flows. Prior to joining GW&K, Matt worked as a client service consultant for Wells Fargo Asset Management.
Matt received a BS in Finance from the University of Massachusetts, Boston. He is a CFA® charterholder and a member of the CFA Institute and the CFA Society Boston. Matt also holds the Series 7 and 63 Licenses with FINRA.
I have the pleasure of working with an incredibly talented and supportive group of colleagues. Every day is an opportunity to learn something new and I love that everyone shares the same vision and is dedicated to helping our clients reach their financial goals.