Experience 7 Years
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.
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 has successfully completed Level II of the CFA® program and 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.
Year-end is an excellent time to review your estate and financial plan. GW&K’s Wealth Strategist, Melissa Jacoby, shares year-end planning ideas that may offer meaningful tax-savings opportunities in her updated guide.Read Article