Matthew is a Reporting Specialist with AdvicePeriod. He primarily focuses on providing dedicated support to high net worth clients, including portfolio accounting and administration, setting up client portals, assisting with tax reporting, billing, and preparing various other ongoing and special reports. His commitment to excellence and eye for detail make him a great person to have on the AdvicePeriod team.
Prior to joining AdvicePeriod, he worked for Advent SS&C, helping firms like AdvicePeriod and others to get the most out of the Black Diamond platform.
Matthew graduated from the University of Florida with a degree in Finance and has 10 years of experience in the finance industry. He enjoys trading, tennis, and writing, among other things.