Matthew J. Perachi

Client Service Associate

Joined
GW&K
2018

Industry
Experience
6 Years

Responsibilities

Matt is a member of our private client services team responsible for supporting our clients with the implementation of their long-term investment strategy, and assuring that all aspects of account management run smoothly.

Prior Work Experience

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.

Education

Matt received a BS in Finance from the University of Massachusetts, Boston. He has successfully completed Level I of the CFA® program and holds the Series 7 and 63 Licenses with FINRA.

What I Love Most About My Position...
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.

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