Matt, a Senior Financial Counselor,joined Weston Financial in 2001. He is a CFA charter holder, as well as a CFP® practitioner. Matt is an analyst for the New Century Alternative Strategies Portfolio and is also a voting member of the firm's Investment Committee. Matt's specialty is working with executives to maximize the value of their corporate benefits. Matt takes a goal-oriented approach in designing a financial plan that best utilizes a client's corporate benefits and net worth to meet their personal objectives. Matt graduated Magna Cum Laude and with High Distinction from the Academic Honors Program at Babson College, where he received a B.S. in Business Administration. Matt received his Masters in Taxation at Bentley University. Matt is a member of the CFA Institute, as well as the Boston Security Analyst Society. Matt volunteers his time with the AARP Bill Payer Program.
Form ADV Part 2B Brochure Supplement
