Mgr., Retirement Consulting Investment Services - Retirement Consulting Services
Mat joined Commonwealth in September 2014. In his current role as manager of retirement consulting investment services, Mat directs Commonwealth’s plan investment services. This includes Commonwealth’s 3(38) fiduciary plan service, PlanAssist Investment Management. Mat’s team also manages the Retirement Plan Investment Recommended List and acts as a primary liaison for retirement plan advisors who have questions or issues regarding investment oversight practices. Prior to joining Commonwealth, Mat worked at Fidelity Investments, BNP Paribas, and Loomis Sayles. Mat has a master’s degree in investment management and a bachelor’s degree in information management, holds the AIF® designation, and is a CFA® charterholder. Outside of the office, Mat enjoys spending as much time as possible with his wife, two sons, and daughter.