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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 Global Retirement Partners.
I don’t really have a dream vacation spot. I want to travel to as many places as I can.
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.