Matt has been with Congress Asset Management since 2002. In his current role, he is responsible for institutional sales and consultant relations, focusing on endowments, foundations, and defined benefit plans. Prior to this current position, he spent time in trading, equity research, and portfolio management for the firm.
He is a Cross Fit enthusiast and also enjoys coaching youth hockey in his hometown of Duxbury, Massachusetts. Matt is a CFA charterholder and a member of the CFA Society Boston and the CFA Institute.