Senior Vice President, Regional Director
Matthew develops alternative business segments dealing with private investment funds, non-publicly traded REITs, direct real estate investments, private equity and private debt offerings. He draws on more than 20 years of sales and marketing experience in the financial services industry to deliver innovative solutions to the firm’s institutional clients.
Prior to joining Millennium Trust, Matthew worked for Fidelity Investments as a Product Director for their Alternative Investments offering and also held various positions at GMO, Boston Partners Asset Management and Mellon Trust.
He holds a Bachelor’s Degree in Economics from Fitchburg State University and previously held FINRA Series 7 & 63 licenses.