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.

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.

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