Dir., Strategic Retirement Solutions - Strategic Retirement Solutions
Mat joined Commonwealth in September 2014. In his current role as Director of Strategic Retirement Solutions, Mat directs Commonwealth’s plan investment services, including Commonwealth's 3(38) fiduciary plan service "PlanAssist Investment Management", and facilitates ongoing investment due diligence as a member of the Commonwealth 401k Plan Committee. He is a key member of the Commonwealth ERISA Committee where he helps to evaluate issues and opportunities related to activities covered by ERISA across Commonwealth business lines and make recommendations that benefit Commonwealth and our advisors. Mat leads efforts working across teams to execute on department goals and ensure quality project execution and consultation in support of our advisors. Prior to 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® and AIFA® designations, and is a CFA® charterholder.