Matt is a Financial Counselor and has been with Weston Financial since 2001. He is a CFA charter holder, as well as a CFP® practitioner. Matt leads the investment management of the firm's variable annuity contracts. He is also a voting member of the firm's Investment Committee.
Prior to joining Weston, Matt was a consultant at Navigant Consulting, a management consulting firm, where his expertise was cash flow analysis and the valuation of corporations.
Matt graduated Magna Cum Laude and with Highest Distinction from the Academic Honors Program at Babson College. At Babson, he received a B.S. in Business Administration. Matt received his Masters in Taxation at Bentley College.
Matt is a member of the CFA Institute, as well as the Boston Security Analyst Society.