Matthew Almeida, CFA^®, CFP^®, CAIA

Designations and licenses

Matthew holds the Chartered Financial Analyst® designation, is a CERTIFIED FINANCIAL PLANNER® professional and is a Chartered Alternative Investment Analyst.

He also holds Accident & Health or Sickness, Life, Variable Life & Variable Annuity insurance licenses in Massachusetts.

Experience and education

Matthew uses his knowledge and experience in complex financial landscapes to provide clients with comprehensive wealth management services designed to help them achieve their goals. He offers tailored, end-to-end wealth strategies that prioritize long-term growth, protection and impact.

Prior to joining Mariner, Matthew served as an executive director at J.P. Morgan Private Bank. Before that, he was a senior vice president at Citi Private Bank.

Matthew holds a bachelor’s degree in management & international business from Fairfield University and earned an MBA from Boston College’s Carroll School of Management.

Personal interests

Away from the office, Matthew enjoys being active and traveling. He plays hockey and rugby and is an avid skier. He is actively involved in the professional community as a member of the CFA Society Boston and Vistage Worldwide, Inc.

Certified Financial Planner Board of Standards Center for Financial Planning, Inc. owns and licenses the certification marks CFP^®, CERTIFIED FINANCIAL PLANNER^®, and CFP^® (with plaque design) in the United States to Certified Financial Planner Board of Standards, Inc., which authorizes individuals who successfully complete the organization’s initial and ongoing certification requirements to use the certification marks.