Matthew J. Smith , CFA®

  • Investment Manager
Photo of Matthew J. Smith


As an investment manager, Matt has over 15 years of investment experience with a focus in portfolio construction for individuals, corporations and institutions.  He has been with firm over 4 years and has also been involved in our Portfolio Management Group, which focuses extensively on implementing and analysis of all strategies. Matt is a CFA charterholder and holds an undergraduate degree in engineering from Virginia Tech.

He resides in Boston, Massachusetts and enjoys traveling, sports, and spending time with family.