Matthew Stead

Matthew Stead

Matthew Stead

Matt joined our team in 2014. He obtained a bachelor’s degree in finance at Bentley University in 2019 and is continuing his education at The University of Georgia by pursuing a master’s degree in financial planning (MSFP). He is planning on sitting for the CFP® once his coursework is complete. 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.

Matt grew up in North Reading, MA where he still resides. He enjoys spending time with those that are close to him, relaxing at his family cabin on the Connecticut River, and visiting new restaurants.

Recent Blog Posts

Why Should You Go With a Roth 401(k)?

Why Should You Go With a Roth 401(k)?

If you’re overwhelmed by the variety of retirement accounts available to you, know that you’re not alone. I often work with clients who are confused when choosing between a 401(k) or a Roth 401(k). […]

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