With solid experience in the financial and wealth management industries, Matt is an asset to our financial planning and wealth management strategies.
Prior to October Mountain, he was a registered investment advisor at Boston-based RINET Company, LLC. Matt’s responsibilities included financial planning, client account meetings, tax preparation among other duties.
He is a graduate of Bentley University holding two degrees from the school: a Bachelor of Science in finance and a Masters in financial planning.
Matt is a registered investment advisor and holds the Series 65 designation in addition to being a Certified Financial Planner®.