Experience:
Matt joined Moneco Advisors in June of 2024, bringing valuable experience and a passion for helping clients manage their financial lives. Previously, during his time as a Financial Planning Intern at Righthand Capital in Boston, Matt gained hands-on experience assisting with portfolio rebalancing, estate planning projections, and client communications. In addition to his internship experience, Matt served as the President of the Bentley University’s Microfinance Group, a student-run organization dedicated to supporting small businesses in the local community through microloans and financial education.
Education & Certifications:
Matt holds a Bachelor of Science from Bentley University, as well as a Master of Science from Bentley University’s McCallum Graduate School of Business. He holds his Series 65 with Moneco Advisors and is also working toward completing the CFP® certification to further build on his experience.
Personal:
When not at work, Matt enjoys extensively working on his golf game, as well as traveling—having explored 12 different countries so far. He also values spending quality time with family and friends.
