Matthew is an integral part of both the equity and fixed income operations with October Mountain Financial Advisors. He works with both teams conducting research and implementing investment strategies.

Prior to joining our firm, Matt held portfolio management positions with Alexandra Dest Capital Management and Berkshire Bank Wealth Management. He brings a strong working knowledge of financial analytics, quantitative research design and theories pertinent to investor behavior.

Matt has a MS in Investment Management from Boston University and a BA in Economics from St. Michael’s College.
Like Messrs. Matty, Suffish and Welch, he also holds the CFA® [Chartered Financial Analyst] designation. Matt is also a member of the CFA Institute, Boston Security Analysts Society.