Experts, Dedicated

A Guided Path Supports Your Long-Term Goals

Matthew Sher CFP®*

CTO/CPO

Matthew Sher is Pathstone Federal Street’s Chief Technology Officer and Chief Process Officer. He is also a partner of the firm and a member of the firm’s Executive Committee. As CTO/CPO, he manages systems and processes to foster successful relationships with the firms’ clients, various third-party partners, custodians, sub-advisors, and vendors.

Prior to joining Pathstone, Matt was a Principal for Harris myCFO Investment Advisory Services. He graduated magna cum laude with a BA in Psychology from Washington University in St. Louis and received his MBA from the University of Illinois. Matt also holds the CFP® (Certified Financial Planner™) designation.


*Certified Financial Planner Board of Standards Inc. owns the certification marks CFP®, CERTIFIED FINANCIAL PLANNER and CFP (with flame logo)® in the U.S., which it awards to individuals who successfully complete CFP Boards’s initial and ongoing certification requirements.