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.
We invite you to listen to our quarterly conversation with Harold Kotler, Bill Sterling, and moderator Dan Fasciano.Read Article
The nearly $18 trillion securitized assets market started 2023 strong, but rising interest rates and concerns about US banks have recently weakened this sector of the fixed income market. What’s next? We spoke with GW&K’s Senior Securitized Analyst Brendan Doucette to get his take.Read Article