Matthew D. Medeiros
Matt Medeiros manages client services and is responsible for investment research and in developing and implementing client portfolio strategies. He also manages all trading and securities settlement activity. He assists in the development of asset allocation models, investment manager searches and portfolio performance monitoring and reporting systems.
Matt is a graduate of Trinity College with a Bachelor of Arts in Mathematical Economics. He has earned his Certified Private Wealth AdvisorSM (CPWA®) designation and holds the Registered Investment Advisor Representative designation (Series 65).