Matthew serves as a Paraplanner for our South Burlington, Vermont office location, Bell Wealth Management. Matthew provides financial planning and overall support to Amy Fracaro-Choate’s team. He has an extensive background in client service in a variety of industries from home energy efficiency to commercial construction management and market research. Matthew has been in the financial services industry for the past few years and is working toward becoming a financial advisor.
Matthew has a Bachelor’s degree from Dickinson College and an MBA in Finance from Portland State University. In his free time, Matthew enjoys cooking, reading and his guilty pleasure of online chess. He is an endurance athlete, and you will often find him out trail running or backcountry skiing.