About Matthew

Before becoming a Financial Planner, Matthew worked in the Finance and Accounting field. His background in that field includes tax preparation in public accounting, audit and corporate accounting at CVS Health, and finance associate in private equity. He worked at Providence Equity, the largest private equity firm in Rhode Island. Here, he realized his passion for economics and investments, and his desire to aid individuals in how to manage and grow their wealth efficiently. With this goal in mind, he became a financial advisor at New York Life and Eagle Strategies. He has now brought all his years of experience and knowledge to Northeast Investment Services to better serve the public.

 

Matthew is an involved member of his church where he teaches Sunday School and is part of the church softball team. He and his wife are licensed foster parents for the State of Massachusetts. He lives with his wife, three children, and their foster daughter in North Attleboro, MA.  

 

 

Education and Professional Designations: 

• Rhode Island College, B.S. Accounting, Summa Cum Laude

• FINRA Series 7 securities registrations held through LPL Financial; Series 65 held through Global Retirement Partners LLC (GRP)

 

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