Designations and Licenses

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

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

Experience and Education

Matthew provides clients with comprehensive wealth management services to help them achieve their goals as well as integrated planning and strategies to help them grow and protect their wealth.

Prior to joining Mariner, Matthew was a private banker–executive director at J.P. Morgan Private Bank. Before that, he was a private banker–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 participating in sports. He plays hockey and rugby and is an avid skier. He is also 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.