Experts, Dedicated

A Guided Path Supports Your Long-Term Goals

Matthew McCall

Associate Director

As an Associate Director and a Partner of the firm, Matt is responsible for the smooth operation of all back office activities, from client trades, to money movement, to new accounts and the transition of assets.  He acts as a supervisor to the Boston-based Associates, assisting them in troubleshooting all manner of client operations and administrative tasks, as well as assisting in the management of the quarterly reporting process.

Matt is a graduate of Bowdoin College with a dual major in Psychology and Economics.  Prior to joining the firm, he spent two years at State Street in Investor Services working with various advisors to provide up-to-date and accurate information on their mutual funds.