Matt is a portfolio analyst lead and works from our Portland, ME office. As a lead, Matt plays a key part in supporting and training new team members. He supports the investment process by executing trades, maintaining portfolio alignment with investment objectives, and ensuring operational accuracy across client accounts. He works closely with portfolio managers and advisors to implement strategies and support new client onboarding in accordance with model guidelines.
Matthew grew up in Southern Maine and went on to study finance and economics at the University of Maine. Prior to joining FLP, he worked in Boston as a financial consultant partner at Charles Schwab, where he helped clients solve complex financial matters.