Matt is an Investment Analyst for Strategic Retirement Partners in the Rhode Island office. Matt works closely with recordkeepers, fund companies, and other industry professionals.
Matt holds the Series 7 (General Securities Representative) and the Series 66 license (Uniform Combined State Laws Examination).* He graduated from Rhode Island College where he earned a Bachelor of Science degree in Accounting and Finance. Prior to joining SRP, Matt was an Investment Analyst and Portfolio Manager at the Rhode Island College Student Managed Investment Fund.
*Series 7 registration held through LPL Financial. Series 66 registration held through LPL Financial and WELLth Advisory Services.
What do you like to do in your free time?
Watch hockey.
Where is your dream vacation spot?
I don’t really have a dream vacation spot. I want to travel to as many places as I can.
What is your favorite song/band from your teenage years?
I grew up listening to Third Eye Blind and they are still one of my favorites to this day. I would also have to include Jack Johnson.