Matthew Stead

Matthew Stead

Matthew Stead, MSFP


Matt joined our team in 2014.  He obtained a bachelor’s degree in finance at Bentley University in 2019 and his master’s degree in financial planning (MSFP) at The University of Georgia in 2021. He is planning on sitting for the CFP® shortly. Matt wears a variety of hats in the office but primarily serves as the director of operations for our wealth management team, as well as building and maintaining our IT infrastructure.

From our Interview with Matt

“Every client has a different story but no matter their background or what got them to this point, they have the common goal of financial soundness.  I think a lot of clients see us as a small part of their lives, but they are a huge part of our lives.  That’s the way it should be.  We should be there in the background making sure things happen so they can focus on the things that they enjoy doing.”

Read our full interview with Matt here.

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