Matt is a member of our private wealth services team, serving as a trusted advisor, delivering GW&K’s full range of investment and planning solutions with a focus on exceptional client service, long-term retention, and business growth. He is responsible for building long-term relationships with new clients directly or through their financial advisors. He helps construct portfolios to meet specific investment objectives and provides ongoing service to help clients achieve their goals.

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.