Matt is an Investment Analyst for Strategic Retirement Partners in the Rhode Island office. Matt works closely with recordkeepers, fund companies, and other industry professionals.
Matt holds the Series 7 (General Securities Representative) and the Series 66 license (Uniform Combined State Laws Examination).* He graduated from Rhode Island College where he earned a Bachelor of Science degree in Accounting and Finance. Prior to joining SRP, Matt was an Investment Analyst and Portfolio Manager at the Rhode Island College Student Managed Investment Fund.
*Series 7 registration held through LPL Financial. Series 66 registration held through LPL Financial and Global Retirement Partners.
Northeast Team
Catarina Totten
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Brian Quinn
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Zach Morris
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Christina Gelardi
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Billy Ebersold
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Matthew Dufresne
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John Brosnan
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Marc Beausoleil
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James L. Worrell
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